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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 | $524,276 | $183,516+185.7% | $155,534+237.1% | $145,884+259.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.51% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $4,213 | $5,315-20.7% | $4,675-9.9% | $4,662-9.6% |
| Participant deferral / active EE | $9,141 | $6,467+41.4% | $5,630+62.4% | $6,690+36.6% |
| Admin fee / account holder | $40 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |