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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 | $309,585 | $99,345+211.6% | $84,753+265.3% | $273,972+13.0% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 7.28% | 22.93%-15.6pp | 22.78%-15.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $7,013 | $4,214+66.4% | $3,574+96.2% | $4,869+44.0% |
| Participant deferral / active EE | $4,160 | $4,270-2.6% | $3,712+12.1% | $5,287-21.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |