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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 | $309,761 | $175,231+76.8% | $149,696+106.9% | $139,466+122.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 29.45% | 166.77%-137.3pp | 134.46%-105.0pp | 373.66%-344.2pp |
| Employer contribution / active EE | $2,300 | $5,478-58.0% | $4,821-52.3% | $4,754-51.6% |
| Participant deferral / active EE | $11,313 | $6,521+73.5% | $5,682+99.1% | $6,712+68.6% |
| Admin fee / account holder | $145 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |