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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 | $540,246 | $148,629+263.5% | $135,982+297.3% | $139,487+287.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 20.70% | 79.33%-58.6pp | 68.32%-47.6pp | 373.84%-353.1pp |
| Employer contribution / active EE | $2,184 | $5,247-58.4% | $4,859-55.1% | $4,755-54.1% |
| Participant deferral / active EE | $8,836 | $8,102+9.1% | $7,760+13.9% | $6,713+31.6% |
| Admin fee / account holder | $132 | $12,406-98.9% | $10,767-98.8% | $11,407-98.8% |