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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 | $1,195,109 | $174,379+585.4% | $152,093+685.8% | $138,895+760.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.70% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,024 | $4,652-56.5% | $4,175-51.5% | $4,194-51.8% |
| Participant deferral / active EE | $10,477 | $6,159+70.1% | $5,451+92.2% | $6,396+63.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |