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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 | $264,886 | $117,895+124.7% | $102,460+158.5% | $145,897+81.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 9.60% | 31.92%-22.3pp | 29.47%-19.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,723 | $3,619-52.4% | $3,025-43.1% | $4,663-63.1% |
| Participant deferral / active EE | $12,681 | $5,736+121.1% | $5,056+150.8% | $6,689+89.6% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |