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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 | $656,051 | $156,398+319.5% | $147,318+345.3% | $138,895+372.3% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 79.9%-42.4pp |
| Annual return | 19.11% | 78.75%-59.6pp | 70.43%-51.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,554 | $4,853-47.4% | $4,593-44.4% | $4,194-39.1% |
| Participant deferral / active EE | $8,813 | $8,237+7.0% | $7,906+11.5% | $6,396+37.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |