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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 | $395,043 | $183,592+115.2% | $155,567+153.9% | $145,959+170.7% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.6pp | 80.3%-25.7pp |
| Annual return | 17.77% | 61.24%-43.5pp | 64.74%-47.0pp | 561.95%-544.2pp |
| Employer contribution / active EE | $7,983 | $5,315+50.2% | $4,674+70.8% | $4,661+71.3% |
| Participant deferral / active EE | $6,259 | $6,464-3.2% | $5,628+11.2% | $6,689-6.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |