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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 | $296,646 | $81,446+264.2% | $103,374+187.0% | $80,874+266.8% |
| Participation rate | 26.9% | 66.9%-39.9pp | 74.5%-47.6pp | 67.6%-40.7pp |
| Annual return | 17.55% | 25.57%-8.0pp | 24.89%-7.3pp | 35.62%-18.1pp |
| Employer contribution / active EE | $803 | $3,107-74.1% | $3,869-79.2% | $2,756-70.8% |
| Participant deferral / active EE | $1,911 | $3,870-50.6% | $5,058-62.2% | $4,297-55.5% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |