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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 | $263,004 | $183,627+43.2% | $155,602+69.0% | $145,978+80.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.47% | 61.32%-44.8pp | 64.81%-48.3pp | 550.52%-534.0pp |
| Employer contribution / active EE | $2,365 | $5,316-55.5% | $4,675-49.4% | $4,662-49.3% |
| Participant deferral / active EE | $7,842 | $6,466+21.3% | $5,629+39.3% | $6,690+17.2% |
| Admin fee / account holder | $68 | $19,327-99.6% | $15,923-99.6% | $13,400-99.5% |