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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 | $107,809+433.7% | $97,032+493.0% | $155,188+270.7% |
| Participation rate | 40.0% | 75.5%-35.5pp | 71.6%-31.6pp | 80.8%-40.8pp |
| Annual return | 18.30% | 38.06%-19.8pp | 35.38%-17.1pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,412 | $2,911-51.5% | $2,629-46.3% | $4,248-66.8% |
| Participant deferral / active EE | $7,770 | $5,129+51.5% | $4,672+66.3% | $6,531+19.0% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |