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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 | $330,169 | $162,136+103.6% | $152,301+116.8% | $154,746+113.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 17.76% | 91.02%-73.3pp | 80.50%-62.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,044 | $4,890-78.6% | $4,624-77.4% | $4,379-76.2% |
| Participant deferral / active EE | $15,356 | $8,341+84.1% | $8,004+91.9% | $6,730+128.2% |
| Admin fee / account holder | $40 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |