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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 | $331,741 | $211,224+57.1% | $178,505+85.8% | $145,897+127.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.74% | 30.28%-16.5pp | 27.16%-13.4pp | 552.29%-538.6pp |
| Employer contribution / active EE | $751 | $4,577-83.6% | $3,955-81.0% | $4,663-83.9% |
| Participant deferral / active EE | $3,813 | $6,966-45.3% | $6,280-39.3% | $6,689-43.0% |
| Admin fee / account holder | $123 | $12,109-99.0% | $10,428-98.8% | $13,390-99.1% |