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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 | $257,410 | $100,073+157.2% | $85,126+202.4% | $145,877+76.5% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | 11.25% | 84.11%-72.9pp | 66.63%-55.4pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,714 | $5,294+64.6% | $4,523+92.7% | $6,691+30.2% |
| Admin fee / account holder | $33 | $7,261-99.6% | $6,160-99.5% | $13,402-99.8% |