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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 | $361,985 | $68,880+425.5% | $120,580+200.2% | $80,959+347.1% |
| Participation rate | 13.4% | 61.7%-48.3pp | 72.0%-58.6pp | 67.7%-54.3pp |
| Annual return | 12.30% | 23.68%-11.4pp | 107.48%-95.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $530 | $2,066-74.4% | $3,469-84.7% | $2,757-80.8% |
| Participant deferral / active EE | $1,368 | $3,191-57.1% | $4,995-72.6% | $4,300-68.2% |
| Admin fee / account holder | $149 | $5,785-97.4% | $9,418-98.4% | $6,925-97.8% |