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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 | $349,736 | $228,395+53.1% | $185,861+88.2% | $158,982+120.0% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 17.71% | 40.82%-23.1pp | 35.96%-18.3pp | 302.99%-285.3pp |
| Employer contribution / active EE | $2,335 | $4,968-53.0% | $4,088-42.9% | $4,763-51.0% |
| Participant deferral / active EE | $12,386 | $6,417+93.0% | $5,634+119.8% | $5,983+107.0% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |