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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 | $107,666+136.1% | $102,184+148.7% | $154,746+64.2% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.6%-49.3pp | 80.7%-47.4pp |
| Annual return | 16.57% | 29.33%-12.8pp | 31.58%-15.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,483 | $3,846-35.4% | $3,594-30.9% | $4,379-43.3% |
| Participant deferral / active EE | $7,888 | $8,719-9.5% | $8,309-5.1% | $6,730+17.2% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |