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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 | $459,377 | $134,817+240.7% | $123,973+270.5% | $155,188+196.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 16.04% | 515.49%-499.4pp | 388.13%-372.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $13,527 | $4,425+205.7% | $4,126+227.9% | $4,248+218.4% |
| Participant deferral / active EE | $12,262 | $5,706+114.9% | $5,247+133.7% | $6,531+87.8% |
| Admin fee / account holder | $30 | $13,245-99.8% | $11,799-99.7% | $14,480-99.8% |