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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 | $251,806 | $182,442+38.0% | $163,379+54.1% | $138,895+81.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 15.16% | 72.74%-57.6pp | 63.41%-48.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,036 | $4,159-27.0% | $3,752-19.1% | $4,194-27.6% |
| Participant deferral / active EE | $10,055 | $6,817+47.5% | $6,282+60.1% | $6,396+57.2% |
| Admin fee / account holder | $20 | $10,396-99.8% | $9,818-99.8% | $12,562-99.8% |