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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 | $347,570 | $136,307+155.0% | $106,619+226.0% | $273,972+26.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 78.0%-28.0pp | 83.0%-33.0pp |
| Annual return | 12.56% | 11.05%+1.5pp | 9.42%+3.1pp | 41.46%-28.9pp |
| Employer contribution / active EE | $4,297 | $5,190-17.2% | $3,947+8.9% | $4,869-11.8% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |