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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 | $124,980+147.7% | $108,359+185.6% | $154,746+100.0% |
| Participation rate | 16.7% | 75.2%-58.5pp | 70.1%-53.5pp | 80.7%-64.0pp |
| Annual return | 18.13% | 45.00%-26.9pp | 36.89%-18.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,400 | $2,851-50.9% | $2,399-41.7% | $4,379-68.0% |
| Participant deferral / active EE | $5,167 | $4,743+8.9% | $4,137+24.9% | $6,730-23.2% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |