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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 | $270,069 | $183,592+47.1% | $155,574+73.6% | $145,877+85.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.26% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,374 | $5,317-74.2% | $4,676-70.6% | $4,663-70.5% |
| Participant deferral / active EE | $7,275 | $6,466+12.5% | $5,629+29.2% | $6,691+8.7% |
| Admin fee / account holder | $88 | $19,316-99.5% | $15,914-99.5% | $13,402-99.3% |