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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 | $290,447 | $217,432+33.6% | $185,849+56.3% | $167,536+73.4% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 16.04% | 148.42%-132.4pp | 122.10%-106.1pp | 478.82%-462.8pp |
| Employer contribution / active EE | $4,593 | $5,875-21.8% | $5,169-11.1% | $4,839-5.1% |
| Participant deferral / active EE | $7,691 | $6,357+21.0% | $5,569+38.1% | $6,342+21.3% |
| Admin fee / account holder | $18 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |