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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 | $253,112 | $92,219+174.5% | $76,766+229.7% | $135,382+87.0% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.77%-519.8pp |
| Employer contribution / active EE | $764 | $3,216-76.2% | $2,485-69.3% | $4,779-84.0% |
| Participant deferral / active EE | $2,237 | $4,508-50.4% | $3,851-41.9% | $5,609-60.1% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |