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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 | $1,052,344 | $102,609+925.6% | $98,090+972.8% | $138,895+657.7% |
| Participation rate | 25.0% | 82.8%-57.8pp | 81.5%-56.5pp | 79.9%-54.9pp |
| Annual return | 14.53% | 36.44%-21.9pp | 37.05%-22.5pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,735 | $3,867-29.3% | $3,606-24.2% | $4,194-34.8% |
| Participant deferral / active EE | $6,434 | $8,167-21.2% | $7,845-18.0% | $6,396+0.6% |
| Admin fee / account holder | $20 | $11,434-99.8% | $11,815-99.8% | $12,562-99.8% |