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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 | $270,720 | $125,190+116.2% | $105,624+156.3% | $145,897+85.6% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 8.92% | 225.22%-216.3pp | 116.20%-107.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,872 | $3,720-49.7% | $3,168-40.9% | $4,663-59.8% |
| Participant deferral / active EE | $6,480 | $5,716+13.4% | $5,013+29.3% | $6,689-3.1% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |