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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 | $424,567 | $160,070+165.2% | $147,117+188.6% | $145,897+191.0% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 18.04% | 98.69%-80.7pp | 420.54%-402.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $6,837 | $5,285+29.4% | $4,932+38.6% | $4,663+46.6% |
| Participant deferral / active EE | $8,136 | $8,419-3.4% | $8,065+0.9% | $6,689+21.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |