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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 | $293,743 | $182,442+61.0% | $163,379+79.8% | $138,895+111.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 17.60% | 72.74%-55.1pp | 63.41%-45.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,841 | $4,159-55.7% | $3,752-50.9% | $4,194-56.1% |
| Participant deferral / active EE | $8,726 | $6,817+28.0% | $6,282+38.9% | $6,396+36.4% |
| Admin fee / account holder | $40 | $10,396-99.6% | $9,818-99.6% | $12,562-99.7% |