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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 | $652,532 | $289,211+125.6% | $260,467+150.5% | $198,609+228.6% |
| Participation rate | 60.0% | 83.1%-23.1pp | 80.5%-20.5pp | 82.4%-22.4pp |
| Annual return | 19.44% | 112.90%-93.5pp | 100.60%-81.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $4,263 | $4,663-8.6% | $4,239+0.6% | $5,055-15.7% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |