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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 | $419,984 | $166,242+152.6% | $165,071+154.4% | $145,884+187.9% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.6%-10.2pp | 80.3%-11.9pp |
| Annual return | 12.02% | 100.44%-88.4pp | 70.17%-58.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $3,107 | $5,283-41.2% | $4,347-28.5% | $4,662-33.4% |
| Participant deferral / active EE | $9,754 | $6,964+40.1% | $6,035+61.6% | $6,690+45.8% |
| Admin fee / account holder | $5 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |