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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 | $492,330 | $162,136+203.7% | $152,301+223.3% | $154,746+218.2% |
| Participation rate | 22.7% | 84.1%-61.4pp | 82.4%-59.7pp | 80.7%-58.0pp |
| Annual return | 14.78% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.6pp |
| Employer contribution / active EE | $4,403 | $4,890-10.0% | $4,624-4.8% | $4,379+0.6% |
| Participant deferral / active EE | $9,609 | $8,341+15.2% | $8,004+20.1% | $6,730+42.8% |
| Admin fee / account holder | $2 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |