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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 | $332,162 | $106,267+212.6% | $96,520+244.1% | $139,456+138.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 17.55% | 38.45%-20.9pp | 35.72%-18.2pp | 373.45%-355.9pp |
| Employer contribution / active EE | $1,679 | $4,105-59.1% | $3,739-55.1% | $4,753-64.7% |
| Participant deferral / active EE | $3,715 | $5,454-31.9% | $4,879-23.8% | $6,711-44.6% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |