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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 | $413,910 | $110,410+274.9% | $102,437+304.1% | $145,897+183.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 14.06% | 24.85%-10.8pp | 24.95%-10.9pp | 552.29%-538.2pp |
| Employer contribution / active EE | $7,274 | $4,217+72.5% | $3,871+87.9% | $4,663+56.0% |
| Participant deferral / active EE | $23,398 | $5,622+316.2% | $5,060+362.4% | $6,689+249.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |