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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 | $1,556,063 | $45,872+3292.2% | $77,100+1918.3% | $68,490+2171.9% |
| Participation rate | 16.0% | 55.9%-39.9pp | 67.9%-51.9pp | 67.9%-51.9pp |
| Annual return | 9.24% | 1.73%+7.5pp | 42.35%-33.1pp | -7.85%+17.1pp |
| Employer contribution / active EE | $5,840 | $1,650+254.0% | $2,815+107.5% | $2,597+124.9% |
| Participant deferral / active EE | $3,200 | $2,963+8.0% | $4,430-27.8% | $4,028-20.6% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,443-100.0% | $5,403-100.0% |