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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 | $540,491 | $185,312+191.7% | $161,489+234.7% | $154,746+249.3% |
| Participation rate | 8.3% | 82.5%-74.1pp | 78.7%-70.4pp | 80.7%-72.4pp |
| Annual return | 10.28% | 103.84%-93.6pp | 89.72%-79.4pp | 172.34%-162.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |