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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 | $354,101 | $106,267+233.2% | $96,520+266.9% | $139,456+153.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 14.00% | 38.45%-24.5pp | 35.72%-21.7pp | 373.45%-359.4pp |
| Employer contribution / active EE | $1,423 | $4,105-65.3% | $3,739-61.9% | $4,753-70.1% |
| Participant deferral / active EE | $7,905 | $5,454+44.9% | $4,879+62.0% | $6,711+17.8% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |