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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $770,265 | $119,143+546.5% | $88,632+769.1% | $152,909+403.7% |
| Participation rate | 66.7% | 73.4%-6.8pp | 68.8%-2.1pp | 82.5%-15.8pp |
| Annual return | 27.72% | 48.12%-20.4pp | 43.75%-16.0pp | 345.46%-317.7pp |
| Employer contribution / active EE | $473 | $2,675-82.3% | $2,101-77.5% | $4,764-90.1% |
| Participant deferral / active EE | $707 | $3,555-80.1% | $2,917-75.8% | $5,851-87.9% |
| Admin fee / account holder | $0 | $5,875-100.0% | $4,308-100.0% | $11,601-100.0% |