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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 | $182,442+110.9% | $163,379+135.5% | $138,895+177.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 20.88% | 72.74%-51.9pp | 63.41%-42.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $3,585 | $4,159-13.8% | $3,752-4.5% | $4,194-14.5% |
| Participant deferral / active EE | $10,283 | $6,817+50.8% | $6,282+63.7% | $6,396+60.8% |
| Admin fee / account holder | $298 | $10,396-97.1% | $9,818-97.0% | $12,562-97.6% |