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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 | $339,179 | $110,337+207.4% | $102,383+231.3% | $145,877+132.5% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 15.04% | 24.83%-9.8pp | 24.94%-9.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,411 | $4,216-66.5% | $3,870-63.5% | $4,663-69.7% |
| Participant deferral / active EE | $5,291 | $5,621-5.9% | $5,060+4.6% | $6,691-20.9% |
| Admin fee / account holder | $120 | $9,750-98.8% | $8,391-98.6% | $13,402-99.1% |