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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 | $550,849 | $174,379+215.9% | $152,093+262.2% | $138,895+296.6% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 14.56% | 74.86%-60.3pp | 66.36%-51.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,238 | $4,652-73.4% | $4,175-70.3% | $4,194-70.5% |
| Participant deferral / active EE | $9,414 | $6,159+52.9% | $5,451+72.7% | $6,396+47.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |