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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 | $361,413 | $171,930+110.2% | $151,266+138.9% | $154,746+133.6% |
| Participation rate | 33.3% | 80.5%-47.2pp | 77.0%-43.6pp | 80.7%-47.4pp |
| Annual return | 16.09% | 242.03%-225.9pp | 180.60%-164.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,433 | $8,191-33.7% | $7,337-25.9% | $6,730-19.3% |
| Admin fee / account holder | $0 | $15,803-100.0% | $13,159-100.0% | $14,365-100.0% |