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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 | $429,831 | $112,729+281.3% | $98,716+335.4% | $137,256+213.2% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 16.02% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,271 | $2,725+20.0% | $2,279+43.6% | $4,156-21.3% |
| Participant deferral / active EE | $6,155 | $4,640+32.6% | $4,048+52.1% | $6,407-3.9% |
| Admin fee / account holder | $89 | $10,129-99.1% | $8,703-99.0% | $12,270-99.3% |