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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 | $262,633 | $115,917+126.6% | $100,535+161.2% | $158,982+65.2% |
| Participation rate | 69.2% | 81.6%-12.4pp | 79.4%-10.2pp | 82.0%-12.7pp |
| Annual return | 14.89% | 34.80%-19.9pp | 30.90%-16.0pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,807 | $4,105-56.0% | $3,419-47.1% | $4,763-62.1% |
| Participant deferral / active EE | $5,368 | $6,677-19.6% | $6,271-14.4% | $5,983-10.3% |
| Admin fee / account holder | $289 | $11,002-97.4% | $8,085-96.4% | $11,252-97.4% |