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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 | $279,778 | $111,787+150.3% | $93,681+198.6% | $145,978+91.7% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 16.15% | 203.52%-187.4pp | 133.47%-117.3pp | 550.52%-534.4pp |
| Employer contribution / active EE | $746 | $3,093-75.9% | $2,422-69.2% | $4,662-84.0% |
| Participant deferral / active EE | $3,195 | $4,918-35.0% | $4,415-27.6% | $6,690-52.2% |
| Admin fee / account holder | $228 | $10,256-97.8% | $8,290-97.3% | $13,400-98.3% |