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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 | $370,428 | $111,535+232.1% | $105,223+252.0% | $137,256+169.9% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 16.53% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,966 | $3,939+51.4% | $3,689+61.7% | $4,156+43.5% |
| Participant deferral / active EE | $7,603 | $5,500+38.2% | $5,072+49.9% | $6,407+18.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |