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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 | $277,272 | $167,362+65.7% | $143,799+92.8% | $134,532+106.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -19.36% | 0.47%-19.8pp | -0.04%-19.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $7,450 | $5,620+32.5% | $4,952+50.4% | $4,741+57.1% |
| Participant deferral / active EE | $5,200 | $6,447-19.3% | $5,638-7.8% | $6,401-18.8% |
| Admin fee / account holder | $252 | $18,094-98.6% | $14,677-98.3% | $11,429-97.8% |