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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 | $351,384 | $43,075+715.8% | $74,577+371.2% | $62,881+458.8% |
| Participation rate | 10.3% | 58.1%-47.7pp | 68.1%-57.8pp | 69.3%-59.0pp |
| Annual return | 9.43% | 17.50%-8.1pp | 20.47%-11.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $375 | $1,498-74.9% | $2,525-85.1% | $2,281-83.5% |
| Participant deferral / active EE | $1,568 | $2,389-34.4% | $3,458-54.7% | $3,203-51.1% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |