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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 | $522,043 | $112,729+363.1% | $98,716+428.8% | $137,256+280.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 10.42% | 38.48%-28.1pp | 31.81%-21.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $3,600 | $2,725+32.1% | $2,279+58.0% | $4,156-13.4% |
| Participant deferral / active EE | $10,333 | $4,640+122.7% | $4,048+155.3% | $6,407+61.3% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |