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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 | $653,366 | $196,972+231.7% | $182,262+258.5% | $198,609+229.0% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 19.33% | 158.27%-138.9pp | 140.60%-121.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $2,446 | $5,364-54.4% | $5,046-51.5% | $5,055-51.6% |
| Participant deferral / active EE | $11,464 | $8,643+32.6% | $8,276+38.5% | $6,977+64.3% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |