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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 | $297,103 | $182,442+62.8% | $163,379+81.8% | $138,895+113.9% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.8%-32.4pp | 79.9%-35.5pp |
| Annual return | 21.07% | 72.74%-51.7pp | 63.41%-42.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,110 | $4,159-73.3% | $3,752-70.4% | $4,194-73.5% |
| Participant deferral / active EE | $5,149 | $6,817-24.5% | $6,282-18.0% | $6,396-19.5% |
| Admin fee / account holder | $79 | $10,396-99.2% | $9,818-99.2% | $12,562-99.4% |