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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 | $289,747 | $99,994+189.8% | $146,647+97.6% | $85,851+237.5% |
| Participation rate | 65.6% | 73.1%-7.4pp | 80.1%-14.4pp | 69.3%-3.7pp |
| Annual return | 16.32% | 18.93%-2.6pp | 22.75%-6.4pp | 318.63%-302.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,890 | $4,006+72.0% | $5,506+25.1% | $3,952+74.3% |
| Admin fee / account holder | $110 | $7,703-98.6% | $10,281-98.9% | $6,261-98.2% |