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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 | $124,980+317.7% | $108,359+381.8% | $154,746+237.4% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 10.42% | 45.00%-34.6pp | 36.89%-26.5pp | 172.34%-161.9pp |
| Employer contribution / active EE | $3,600 | $2,851+26.3% | $2,399+50.0% | $4,379-17.8% |
| Participant deferral / active EE | $10,333 | $4,743+117.9% | $4,137+149.8% | $6,730+53.5% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |