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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 | $498,002 | $37,446+1229.9% | $77,513+542.5% | $79,852+523.7% |
| Participation rate | 2.9% | 41.5%-38.7pp | 54.2%-51.3pp | 69.6%-66.8pp |
| Annual return | 15.45% | 39.76%-24.3pp | 54.81%-39.4pp | 31.72%-16.3pp |
| Employer contribution / active EE | $346 | $637-45.7% | $987-64.9% | $2,471-86.0% |
| Participant deferral / active EE | $500 | $1,261-60.3% | $1,861-73.1% | $3,740-86.6% |
| Admin fee / account holder | $100 | $2,506-96.0% | $2,859-96.5% | $5,306-98.1% |