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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 | $381,195 | $97,125+292.5% | $86,233+342.1% | $137,256+177.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 22.96% | 74.19%-51.2pp | 61.39%-38.4pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,120 | $2,841-25.4% | $2,504-15.3% | $4,156-49.0% |
| Participant deferral / active EE | $17,375 | $5,180+235.4% | $4,559+281.1% | $6,407+171.2% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |