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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 | $345,597 | $59,839+477.5% | $81,991+321.5% | $79,852+332.8% |
| Participation rate | 63.0% | 61.6%+1.3pp | 69.3%-6.3pp | 69.6%-6.7pp |
| Annual return | 18.56% | 17.56%+1.0pp | 41.31%-22.7pp | 31.72%-13.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,622 | $2,695+219.9% | $3,722+131.6% | $3,740+130.5% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,665-100.0% | $5,306-100.0% |