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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 | $254,154 | $100,970+151.7% | $96,576+163.2% | $137,256+85.2% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 16.57% | 38.16%-21.6pp | 38.47%-21.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,483 | $3,809-34.8% | $3,553-30.1% | $4,156-40.3% |
| Participant deferral / active EE | $7,888 | $8,286-4.8% | $7,956-0.9% | $6,407+23.1% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |