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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 | $225,673+11.6% | $203,872+23.5% | $155,188+62.3% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 15.16% | 95.91%-80.8pp | 85.11%-69.9pp | 148.84%-133.7pp |
| Employer contribution / active EE | $3,036 | $4,099-25.9% | $3,757-19.2% | $4,248-28.5% |
| Participant deferral / active EE | $10,055 | $6,893+45.9% | $6,388+57.4% | $6,531+54.0% |
| Admin fee / account holder | $20 | $12,327-99.8% | $11,730-99.8% | $14,480-99.9% |