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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 | $283,152 | $64,324+340.2% | $118,946+138.1% | $79,858+254.6% |
| Participation rate | 38.5% | 64.9%-26.4pp | 75.4%-36.9pp | 69.6%-31.2pp |
| Annual return | 18.20% | 86.45%-68.2pp | 35.89%-17.7pp | 31.72%-13.5pp |
| Employer contribution / active EE | $845 | $1,836-54.0% | $3,263-74.1% | $2,471-65.8% |
| Participant deferral / active EE | $4,471 | $2,824+58.3% | $4,266+4.8% | $3,740+19.5% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,581-100.0% | $5,306-100.0% |