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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 | $223,823+43.5% | $211,142+52.1% | $154,746+107.5% |
| Participation rate | 42.9% | 87.9%-45.0pp | 87.3%-44.4pp | 80.7%-37.8pp |
| Annual return | 18.81% | 50.39%-31.6pp | 46.84%-28.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,173 | $6,787-68.0% | $6,442-66.3% | $4,379-50.4% |
| Participant deferral / active EE | $10,500 | $9,750+7.7% | $9,284+13.1% | $6,730+56.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |