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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 | $278,395 | $106,247+162.0% | $96,515+188.4% | $139,466+99.6% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 14.16% | 38.47%-24.3pp | 35.73%-21.6pp | 373.66%-359.5pp |
| Employer contribution / active EE | $1,090 | $4,106-73.5% | $3,740-70.9% | $4,754-77.1% |
| Participant deferral / active EE | $16,412 | $5,456+200.8% | $4,880+236.3% | $6,712+144.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |