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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 | $482,457 | $182,442+164.4% | $163,379+195.3% | $138,895+247.4% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 13.94% | 72.74%-58.8pp | 63.41%-49.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,040 | $4,159-75.0% | $3,752-72.3% | $4,194-75.2% |
| Participant deferral / active EE | $11,583 | $6,817+69.9% | $6,282+84.4% | $6,396+81.1% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |