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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 | $261,107 | $156,398+67.0% | $147,318+77.2% | $138,895+88.0% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 20.45% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,798 | $4,853-63.0% | $4,593-60.9% | $4,194-57.1% |
| Participant deferral / active EE | $8,754 | $8,237+6.3% | $7,906+10.7% | $6,396+36.9% |
| Admin fee / account holder | $174 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |