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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 | $327,353 | $183,539+78.4% | $155,556+110.4% | $145,897+124.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 23.64% | 61.31%-37.7pp | 64.84%-41.2pp | 552.29%-528.7pp |
| Employer contribution / active EE | $1,624 | $5,315-69.4% | $4,675-65.3% | $4,663-65.2% |
| Participant deferral / active EE | $1,995 | $6,467-69.2% | $5,631-64.6% | $6,689-70.2% |
| Admin fee / account holder | $5 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |