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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 | $384,712 | $225,673+70.5% | $203,872+88.7% | $155,188+147.9% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 20.88% | 95.91%-75.0pp | 85.11%-64.2pp | 148.84%-128.0pp |
| Employer contribution / active EE | $3,585 | $4,099-12.5% | $3,757-4.6% | $4,248-15.6% |
| Participant deferral / active EE | $10,283 | $6,893+49.2% | $6,388+61.0% | $6,531+57.5% |
| Admin fee / account holder | $298 | $12,327-97.6% | $11,730-97.5% | $14,480-97.9% |