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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 | $361,382 | $123,155+193.4% | $108,753+232.3% | $155,188+132.9% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 9.64% | 44.73%-35.1pp | 37.47%-27.8pp | 148.84%-139.2pp |
| Employer contribution / active EE | $720 | $2,811-74.4% | $2,427-70.3% | $4,248-83.0% |
| Participant deferral / active EE | $9,900 | $4,623+114.1% | $4,115+140.6% | $6,531+51.6% |
| Admin fee / account holder | $60 | $12,126-99.5% | $10,320-99.4% | $14,480-99.6% |