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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 | $451,174 | $289,211+56.0% | $260,467+73.2% | $198,609+127.2% |
| Participation rate | 41.7% | 83.1%-41.4pp | 80.5%-38.8pp | 82.4%-40.7pp |
| Annual return | 20.89% | 112.90%-92.0pp | 100.60%-79.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $2,783 | $4,663-40.3% | $4,239-34.4% | $5,055-45.0% |
| Participant deferral / active EE | $11,395 | $6,812+67.3% | $6,319+80.3% | $6,977+63.3% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |