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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 | $147,556+540.0% | $129,031+631.9% | $198,609+375.5% |
| Participation rate | 11.1% | 77.2%-66.1pp | 73.4%-62.2pp | 82.4%-71.3pp |
| Annual return | 16.24% | 37.41%-21.2pp | 34.67%-18.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $1,035 | $3,645-71.6% | $3,226-67.9% | $5,055-79.5% |
| Participant deferral / active EE | $2,194 | $5,760-61.9% | $5,217-57.9% | $6,977-68.6% |
| Admin fee / account holder | $99 | $15,467-99.4% | $13,208-99.3% | $19,030-99.5% |