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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 | $371,955 | $96,558+285.2% | $80,977+359.3% | $273,972+35.8% |
| Participation rate | 25.0% | 79.1%-54.1pp | 75.8%-50.8pp | 83.0%-58.0pp |
| Annual return | 6.37% | 15.14%-8.8pp | 17.11%-10.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $26,250 | $4,869+439.1% | $3,715+606.7% | $4,869+439.2% |
| Participant deferral / active EE | $16,500 | $6,598+150.1% | $5,696+189.7% | $5,287+212.1% |
| Admin fee / account holder | $15 | $7,493-99.8% | $5,517-99.7% | $10,133-99.9% |