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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 | $371,579 | $183,516+102.5% | $155,534+138.9% | $145,884+154.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 20.65% | 61.43%-40.8pp | 64.92%-44.3pp | 551.85%-531.2pp |
| Employer contribution / active EE | $2,347 | $5,315-55.8% | $4,675-49.8% | $4,662-49.7% |
| Participant deferral / active EE | $6,034 | $6,467-6.7% | $5,630+7.2% | $6,690-9.8% |
| Admin fee / account holder | $35 | $19,293-99.8% | $15,900-99.8% | $13,392-99.7% |