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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 | $115,225+123.7% | $100,712+156.0% | $138,895+85.6% |
| Participation rate | 21.1% | 74.3%-53.3pp | 69.3%-48.2pp | 79.9%-58.9pp |
| Annual return | 15.02% | 40.35%-25.3pp | 33.27%-18.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $941 | $2,771-66.1% | $2,313-59.3% | $4,194-77.6% |
| Participant deferral / active EE | $1,952 | $4,699-58.5% | $4,085-52.2% | $6,396-69.5% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |