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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 | $557,510 | $177,156+214.7% | $147,027+279.2% | $154,746+260.3% |
| Participation rate | 30.4% | 79.4%-48.9pp | 73.7%-43.3pp | 80.7%-50.3pp |
| Annual return | 18.96% | 21.94%-3.0pp | 20.23%-1.3pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |