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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 | $364,763 | $201,370+81.1% | $184,256+98.0% | $145,897+150.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 19.19% | 29.05%-9.9pp | 28.85%-9.7pp | 552.29%-533.1pp |
| Employer contribution / active EE | $3,461 | $7,024-50.7% | $6,427-46.1% | $4,663-25.8% |
| Participant deferral / active EE | $7,135 | $9,808-27.3% | $9,133-21.9% | $6,689+6.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |