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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 | $591,504 | $110,379+435.9% | $102,412+477.6% | $145,884+305.5% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 10.00% | 24.84%-14.8pp | 24.94%-14.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $3,436 | $4,216-18.5% | $3,870-11.2% | $4,662-26.3% |
| Participant deferral / active EE | $11,766 | $5,622+109.3% | $5,060+132.5% | $6,690+75.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |