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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 | $208,088+116.8% | $186,193+142.3% | $154,746+191.6% |
| Participation rate | 41.7% | 80.0%-38.3pp | 77.1%-35.4pp | 80.7%-39.0pp |
| Annual return | 20.89% | 89.97%-69.1pp | 78.03%-57.1pp | 172.34%-151.4pp |
| Employer contribution / active EE | $2,783 | $4,340-35.9% | $3,918-29.0% | $4,379-36.5% |
| Participant deferral / active EE | $11,395 | $7,078+61.0% | $6,513+75.0% | $6,730+69.3% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |