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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 | $272,325 | $181,896+49.7% | $156,551+74.0% | $273,972-0.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 6.64% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $4,000 | $6,248-36.0% | $5,501-27.3% | $4,869-17.8% |
| Participant deferral / active EE | $11,131 | $5,550+100.6% | $4,871+128.5% | $5,287+110.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |