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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 | $102,609+147.7% | $98,090+159.1% | $138,895+83.0% |
| Participation rate | 33.3% | 82.8%-49.4pp | 81.5%-48.2pp | 79.9%-46.6pp |
| Annual return | 16.57% | 36.44%-19.9pp | 37.05%-20.5pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,483 | $3,867-35.8% | $3,606-31.1% | $4,194-40.8% |
| Participant deferral / active EE | $7,888 | $8,167-3.4% | $7,845+0.5% | $6,396+23.3% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |