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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 | $401,799 | $36,948+987.5% | $73,658+445.5% | $87,485+359.3% |
| Participation rate | 9.8% | 46.8%-37.0pp | 57.0%-47.2pp | 68.9%-59.1pp |
| Annual return | 16.89% | 28.64%-11.7pp | 29.72%-12.8pp | 26.06%-9.2pp |
| Employer contribution / active EE | $223 | $670-66.7% | $1,032-78.4% | $2,596-91.4% |
| Participant deferral / active EE | $1,411 | $1,379+2.3% | $2,062-31.6% | $4,274-67.0% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |