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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 | $250,556 | $93,346+168.4% | $71,796+249.0% | $273,972-8.5% |
| Participation rate | 9.5% | 76.5%-67.0pp | 69.1%-59.6pp | 83.0%-73.5pp |
| Annual return | 7.32% | 130.39%-123.1pp | 78.04%-70.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $969 | $2,733-64.5% | $1,924-49.6% | $4,869-80.1% |
| Participant deferral / active EE | $1,429 | $3,475-58.9% | $2,794-48.9% | $5,287-73.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |