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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 | $306,075 | $115,225+165.6% | $100,712+203.9% | $138,895+120.4% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 20.96% | 40.35%-19.4pp | 33.27%-12.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,585 | $2,771-42.8% | $2,313-31.5% | $4,194-62.2% |
| Participant deferral / active EE | $6,363 | $4,699+35.4% | $4,085+55.8% | $6,396-0.5% |
| Admin fee / account holder | $35 | $10,844-99.7% | $9,256-99.6% | $12,562-99.7% |