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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 | $366,287 | $152,651+140.0% | $105,218+248.1% | $125,388+192.1% |
| Participation rate | 66.7% | 81.5%-14.9pp | 77.2%-10.6pp | 83.2%-16.5pp |
| Annual return | 1.77% | 8.24%-6.5pp | 5.33%-3.6pp | 282.24%-280.5pp |
| Employer contribution / active EE | $2,404 | $4,802-49.9% | $3,255-26.1% | $4,866-50.6% |
| Participant deferral / active EE | $8,159 | $6,660+22.5% | $4,867+67.7% | $5,352+52.5% |
| Admin fee / account holder | $0 | $14,248-100.0% | $6,992-100.0% | $9,541-100.0% |