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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 | $367,244 | $161,352+127.6% | $134,172+173.7% | $137,256+167.6% |
| Participation rate | 57.1% | 78.3%-21.1pp | 72.5%-15.3pp | 80.0%-22.8pp |
| Annual return | 19.72% | 28.72%-9.0pp | 25.30%-5.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,133 | $4,099-72.4% | $3,420-66.9% | $4,156-72.7% |
| Participant deferral / active EE | $10,993 | $5,552+98.0% | $4,690+134.4% | $6,407+71.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |