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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 | $296,672 | $113,338+161.8% | $94,993+212.3% | $147,585+101.0% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 17.11% | 20.80%-3.7pp | 27.14%-10.0pp | 578.58%-561.5pp |
| Employer contribution / active EE | $1,272 | $3,160-59.8% | $2,603-51.1% | $4,876-73.9% |
| Participant deferral / active EE | $4,791 | $3,777+26.8% | $3,317+44.4% | $5,439-11.9% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |