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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 | $277,361 | $106,267+161.0% | $96,520+187.4% | $139,456+98.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 19.69% | 38.45%-18.8pp | 35.72%-16.0pp | 373.45%-353.8pp |
| Employer contribution / active EE | $1,387 | $4,105-66.2% | $3,739-62.9% | $4,753-70.8% |
| Participant deferral / active EE | $5,200 | $5,454-4.7% | $4,879+6.6% | $6,711-22.5% |
| Admin fee / account holder | $120 | $7,882-98.5% | $6,733-98.2% | $11,407-98.9% |