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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 | $278,119 | $65,685+323.4% | $57,183+386.4% | $273,970+1.5% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 8.66% | 21.99%-13.3pp | 14.59%-5.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $5,011 | $3,279+52.8% | $2,682+86.8% | $4,869+2.9% |
| Participant deferral / active EE | $18,000 | $3,781+376.1% | $3,096+481.4% | $5,287+240.4% |
| Admin fee / account holder | $50 | $4,835-99.0% | $3,139-98.4% | $10,132-99.5% |