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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 | $338,517 | $124,330+172.3% | $109,173+210.1% | $167,536+102.1% |
| Participation rate | 40.0% | 79.5%-39.5pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 14.65% | 26.04%-11.4pp | 25.75%-11.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $1,479 | $4,209-64.9% | $3,723-60.3% | $4,839-69.4% |
| Participant deferral / active EE | $7,338 | $5,256+39.6% | $4,654+57.7% | $6,342+15.7% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |