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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 | $252,733 | $106,974+136.3% | $90,796+178.4% | $138,895+82.0% |
| Participation rate | 15.4% | 74.9%-59.5pp | 69.5%-54.1pp | 79.9%-64.5pp |
| Annual return | 13.19% | 20.10%-6.9pp | 19.29%-6.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,440 | $2,609-44.8% | $2,294-37.2% | $4,194-65.7% |
| Participant deferral / active EE | $3,702 | $4,455-16.9% | $3,822-3.1% | $6,396-42.1% |
| Admin fee / account holder | $142 | $8,626-98.4% | $7,024-98.0% | $12,562-98.9% |