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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 | $575,359 | $147,556+289.9% | $129,031+345.9% | $198,609+189.7% |
| Participation rate | 40.0% | 77.2%-37.2pp | 73.4%-33.4pp | 82.4%-42.4pp |
| Annual return | 18.30% | 37.41%-19.1pp | 34.67%-16.4pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,412 | $3,645-61.3% | $3,226-56.2% | $5,055-72.1% |
| Participant deferral / active EE | $7,770 | $5,760+34.9% | $5,217+48.9% | $6,977+11.4% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |