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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,463 | $160,040+145.2% | $147,096+166.8% | $145,877+169.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.43% | 98.49%-85.1pp | 419.75%-406.3pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,948 | $5,289-44.3% | $4,936-40.3% | $4,663-36.8% |
| Participant deferral / active EE | $9,800 | $8,429+16.3% | $8,071+21.4% | $6,691+46.5% |
| Admin fee / account holder | $30 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |