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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 | $309,514 | $123,155+151.3% | $108,753+184.6% | $155,188+99.4% |
| Participation rate | 16.7% | 75.6%-59.0pp | 71.1%-54.4pp | 80.8%-64.1pp |
| Annual return | 18.13% | 44.73%-26.6pp | 37.47%-19.3pp | 148.84%-130.7pp |
| Employer contribution / active EE | $1,400 | $2,811-50.2% | $2,427-42.3% | $4,248-67.0% |
| Participant deferral / active EE | $5,167 | $4,623+11.8% | $4,115+25.6% | $6,531-20.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |