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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 | $257,807 | $112,729+128.7% | $98,716+161.2% | $137,256+87.8% |
| Participation rate | 21.1% | 74.2%-53.2pp | 69.3%-48.2pp | 80.0%-58.9pp |
| Annual return | 15.02% | 38.48%-23.5pp | 31.81%-16.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $941 | $2,725-65.5% | $2,279-58.7% | $4,156-77.4% |
| Participant deferral / active EE | $1,952 | $4,640-57.9% | $4,048-51.8% | $6,407-69.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |