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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 | $280,968 | $136,214+106.3% | $98,775+184.5% | $167,536+67.7% |
| Participation rate | 41.7% | 70.2%-28.5pp | 65.7%-24.1pp | 82.1%-40.4pp |
| Annual return | 14.34% | 67.53%-53.2pp | 49.92%-35.6pp | 478.82%-464.5pp |
| Employer contribution / active EE | $1,113 | $2,631-57.7% | $2,067-46.2% | $4,839-77.0% |
| Participant deferral / active EE | $2,329 | $3,716-37.3% | $3,035-23.3% | $6,342-63.3% |
| Admin fee / account holder | $257 | $5,031-94.9% | $4,076-93.7% | $12,315-97.9% |