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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 | $159,934+165.5% | $147,005+188.8% | $145,959+190.9% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 18.04% | 98.24%-80.2pp | 418.76%-400.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $6,837 | $5,287+29.3% | $4,934+38.6% | $4,661+46.7% |
| Participant deferral / active EE | $8,136 | $8,427-3.5% | $8,070+0.8% | $6,689+21.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |