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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 | $280,000 | $167,504+67.2% | $151,628+84.7% | $134,509+108.2% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | 13.34% | 7.81%+5.5pp | 3.34%+10.0pp | 418.13%-404.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |