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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 | $321,161 | $209,336+53.4% | $197,124+62.9% | $137,256+134.0% |
| Participation rate | 42.9% | 87.3%-44.4pp | 86.7%-43.9pp | 80.0%-37.1pp |
| Annual return | 18.81% | 48.09%-29.3pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,173 | $6,591-67.0% | $6,227-65.1% | $4,156-47.7% |
| Participant deferral / active EE | $10,500 | $9,614+9.2% | $9,135+14.9% | $6,407+63.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |