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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 | $454,109 | $124,351+265.2% | $109,188+315.9% | $167,553+171.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 12.10% | 26.04%-13.9pp | 25.76%-13.7pp | 478.89%-466.8pp |
| Employer contribution / active EE | $1,170 | $4,210-72.2% | $3,723-68.6% | $4,840-75.8% |
| Participant deferral / active EE | $6,743 | $5,257+28.3% | $4,654+44.9% | $6,343+6.3% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |