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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 | $412,464 | $71,230+479.1% | $93,727+340.1% | $80,959+409.5% |
| Participation rate | 39.4% | 60.4%-21.0pp | 68.7%-29.3pp | 67.7%-28.3pp |
| Annual return | 21.82% | 11.26%+10.6pp | 133.83%-112.0pp | 35.67%-13.9pp |
| Employer contribution / active EE | $993 | $1,565-36.5% | $2,421-59.0% | $2,757-64.0% |
| Participant deferral / active EE | $3,169 | $4,037-21.5% | $4,417-28.3% | $4,300-26.3% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |