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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 | $798,914 | $107,666+642.0% | $102,184+681.8% | $154,746+416.3% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 12.35% | 29.33%-17.0pp | 31.58%-19.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,025 | $3,846-47.4% | $3,594-43.7% | $4,379-53.8% |
| Participant deferral / active EE | $11,641 | $8,719+33.5% | $8,309+40.1% | $6,730+73.0% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |