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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 | $265,740 | $127,387+108.6% | $115,038+131.0% | $125,389+111.9% |
| Participation rate | 29.4% | 84.2%-54.7pp | 81.4%-52.0pp | 83.2%-53.8pp |
| Annual return | 2.10% | 31.28%-29.2pp | 26.14%-24.0pp | 282.24%-280.1pp |
| Employer contribution / active EE | $3,769 | $5,166-27.0% | $4,608-18.2% | $4,866-22.5% |
| Participant deferral / active EE | $4,733 | $6,423-26.3% | $6,026-21.5% | $5,352-11.6% |
| Admin fee / account holder | $48 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |