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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 | $281,728 | $117,846+139.1% | $102,434+175.0% | $145,884+93.1% |
| Participation rate | 59.1% | 78.6%-19.5pp | 76.5%-17.4pp | 80.3%-21.2pp |
| Annual return | 12.67% | 31.90%-19.2pp | 29.46%-16.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,121 | $3,615-41.3% | $3,023-29.8% | $4,662-54.5% |
| Participant deferral / active EE | $5,361 | $5,733-6.5% | $5,055+6.1% | $6,690-19.9% |
| Admin fee / account holder | $14 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |