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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 | $263,902 | $105,284+150.7% | $150,734+75.1% | $94,015+180.7% |
| Participation rate | 41.4% | 71.7%-30.4pp | 78.4%-37.1pp | 70.8%-29.4pp |
| Annual return | 15.81% | 15.67%+0.1pp | 600.81%-585.0pp | 17.84%-2.0pp |
| Employer contribution / active EE | $1,370 | $3,599-61.9% | $4,918-72.1% | $2,790-50.9% |
| Participant deferral / active EE | $6,787 | $4,274+58.8% | $5,610+21.0% | $4,249+59.7% |
| Admin fee / account holder | $6 | $9,839-99.9% | $14,905-100.0% | $8,951-99.9% |