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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 | $287,894 | $223,823+28.6% | $211,142+36.4% | $154,746+86.0% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 17.45% | 50.39%-32.9pp | 46.84%-29.4pp | 172.34%-154.9pp |
| Employer contribution / active EE | $15,919 | $6,787+134.6% | $6,442+147.1% | $4,379+263.5% |
| Participant deferral / active EE | $6,358 | $9,750-34.8% | $9,284-31.5% | $6,730-5.5% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |