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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 | $407,804 | $111,814+264.7% | $103,378+294.5% | $145,978+179.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.66% | 24.80%-15.1pp | 24.91%-15.2pp | 550.52%-540.9pp |
| Employer contribution / active EE | $2,075 | $4,215-50.8% | $3,870-46.4% | $4,662-55.5% |
| Participant deferral / active EE | $10,921 | $5,618+94.4% | $5,058+115.9% | $6,690+63.2% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |