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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 | $393,333 | $103,949+278.4% | $69,182+468.6% | $273,972+43.6% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 12.52% | 35.28%-22.8pp | -21.93%+34.5pp | 41.46%-28.9pp |
| Employer contribution / active EE | $994 | $1,783-44.3% | $1,206-17.6% | $4,869-79.6% |
| Participant deferral / active EE | $3,667 | $2,716+35.0% | $1,897+93.3% | $5,287-30.7% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |