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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 | $311,675 | $157,829+97.5% | $136,867+127.7% | $198,609+56.9% |
| Participation rate | 57.9% | 77.2%-19.3pp | 74.5%-16.6pp | 82.4%-24.5pp |
| Annual return | 16.93% | 51.25%-34.3pp | 42.97%-26.0pp | 202.70%-185.8pp |
| Employer contribution / active EE | $1,074 | $3,923-72.6% | $3,547-69.7% | $5,055-78.8% |
| Participant deferral / active EE | $4,239 | $5,463-22.4% | $4,924-13.9% | $6,977-39.2% |
| Admin fee / account holder | $129 | $11,107-98.8% | $10,340-98.8% | $19,030-99.3% |