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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 | $607,634 | $199,109+205.2% | $173,730+249.8% | $154,746+292.7% |
| Participation rate | 23.1% | 82.8%-59.7pp | 79.6%-56.5pp | 80.7%-57.6pp |
| Annual return | 18.64% | 20.02%-1.4pp | 19.96%-1.3pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,728 | $5,311-67.5% | $4,577-62.2% | $4,379-60.5% |
| Participant deferral / active EE | $6,577 | $7,113-7.5% | $6,326+4.0% | $6,730-2.3% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |