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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 | $322,413 | $144,130+123.7% | $117,860+173.6% | $147,585+118.5% |
| Participation rate | 36.8% | 83.4%-46.6pp | 79.7%-42.8pp | 82.8%-46.0pp |
| Annual return | 11.44% | 531.20%-519.8pp | 335.10%-323.7pp | 578.58%-567.1pp |
| Employer contribution / active EE | $3,506 | $4,897-28.4% | $3,786-7.4% | $4,876-28.1% |
| Participant deferral / active EE | $4,382 | $5,316-17.6% | $4,482-2.2% | $5,439-19.4% |
| Admin fee / account holder | $13 | $10,887-99.9% | $8,021-99.8% | $10,886-99.9% |