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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 | $412,892 | $156,398+164.0% | $147,318+180.3% | $138,895+197.3% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 36.67% | 78.75%-42.1pp | 70.43%-33.8pp | 145.39%-108.7pp |
| Employer contribution / active EE | $1,752 | $4,853-63.9% | $4,593-61.8% | $4,194-58.2% |
| Participant deferral / active EE | $11,493 | $8,237+39.5% | $7,906+45.4% | $6,396+79.7% |
| Admin fee / account holder | $2 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |