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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 | $944,380 | $97,125+872.3% | $86,233+995.2% | $137,256+588.0% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.0%-57.9pp | 80.0%-68.8pp |
| Annual return | 16.24% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,035 | $2,841-63.6% | $2,504-58.7% | $4,156-75.1% |
| Participant deferral / active EE | $2,194 | $5,180-57.6% | $4,559-51.9% | $6,407-65.8% |
| Admin fee / account holder | $99 | $9,725-99.0% | $8,342-98.8% | $12,270-99.2% |