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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 | $275,632 | $103,393+166.6% | $87,103+216.4% | $152,909+80.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 15.97% | 28.10%-12.1pp | 28.19%-12.2pp | 345.46%-329.5pp |
| Employer contribution / active EE | $3,029 | $3,221-6.0% | $2,521+20.1% | $4,764-36.4% |
| Participant deferral / active EE | $6,321 | $4,778+32.3% | $4,049+56.1% | $5,851+8.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |