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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 | $320,371 | $76,407+319.3% | $150,298+113.2% | $82,448+288.6% |
| Participation rate | 46.4% | 66.4%-20.0pp | 77.8%-31.3pp | 68.1%-21.6pp |
| Annual return | 22.31% | 39.99%-17.7pp | 62.79%-40.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,541 | $2,614-41.1% | $4,154-62.9% | $2,551-39.6% |
| Participant deferral / active EE | $2,956 | $3,214-8.0% | $5,453-45.8% | $4,139-28.6% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |