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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 | $266,887 | $52,911+404.4% | $73,309+264.1% | $59,633+347.5% |
| Participation rate | 35.5% | 68.2%-32.7pp | 74.9%-39.4pp | 68.7%-33.2pp |
| Annual return | 13.80% | 12.20%+1.6pp | 5.67%+8.1pp | 2041.45%-2027.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |