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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 | $571,490 | $172,111+232.0% | $150,298+280.2% | $137,256+316.4% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 19.10% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,000 | $4,636-56.9% | $4,154-51.9% | $4,156-51.9% |
| Participant deferral / active EE | $4,940 | $6,166-19.9% | $5,453-9.4% | $6,407-22.9% |
| Admin fee / account holder | $19 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |