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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 | $265,182 | $72,492+265.8% | $87,102+204.4% | $72,983+263.3% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.9%-19.7pp | 69.5%-12.3pp |
| Annual return | 19.96% | 24.46%-4.5pp | 28.19%-8.2pp | 81.01%-61.1pp |
| Employer contribution / active EE | $830 | $1,894-56.2% | $2,521-67.1% | $2,440-66.0% |
| Participant deferral / active EE | $2,573 | $3,270-21.3% | $4,048-36.4% | $3,608-28.7% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |