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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 | $459,470 | $108,897+321.9% | $100,378+357.7% | $145,877+215.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 12.37% | 58.17%-45.8pp | 49.41%-37.0pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,000 | $4,420-77.4% | $3,942-74.6% | $4,663-78.6% |
| Participant deferral / active EE | $11,500 | $8,455+36.0% | $8,087+42.2% | $6,691+71.9% |
| Admin fee / account holder | $60 | $9,690-99.4% | $7,899-99.2% | $13,402-99.6% |