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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 | $328,114 | $106,247+208.8% | $96,515+240.0% | $139,466+135.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 11.40% | 38.47%-27.1pp | 35.73%-24.3pp | 373.66%-362.3pp |
| Employer contribution / active EE | $1,753 | $4,106-57.3% | $3,740-53.1% | $4,754-63.1% |
| Participant deferral / active EE | $8,333 | $5,456+52.7% | $4,880+70.8% | $6,712+24.1% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |