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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 | $332,915 | $172,111+93.4% | $150,298+121.5% | $137,256+142.6% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 16.55% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,145 | $4,636-75.3% | $4,154-72.4% | $4,156-72.4% |
| Participant deferral / active EE | $6,120 | $6,166-0.7% | $5,453+12.2% | $6,407-4.5% |
| Admin fee / account holder | $45 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |