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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 | $296,286 | $209,425+41.5% | $178,499+66.0% | $158,966+86.4% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 24.09% | 188.80%-164.7pp | 151.10%-127.0pp | 302.95%-278.9pp |
| Employer contribution / active EE | $2,155 | $5,707-62.2% | $5,011-57.0% | $4,762-54.8% |
| Participant deferral / active EE | $3,066 | $5,955-48.5% | $5,202-41.1% | $5,983-48.8% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |