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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,537 | $148,629+187.7% | $135,982+214.4% | $139,487+206.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.15% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $1,752 | $5,247-66.6% | $4,859-63.9% | $4,755-63.1% |
| Participant deferral / active EE | $7,022 | $8,102-13.3% | $7,760-9.5% | $6,713+4.6% |
| Admin fee / account holder | $1 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |