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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 | $283,763 | $149,040+90.4% | $120,225+136.0% | $137,256+106.7% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 15.95% | 605.68%-589.7pp | 439.23%-423.3pp | 220.34%-204.4pp |
| Employer contribution / active EE | $9,344 | $4,350+114.8% | $3,475+168.9% | $4,156+124.8% |
| Participant deferral / active EE | $9,344 | $4,655+100.7% | $3,999+133.7% | $6,407+45.8% |
| Admin fee / account holder | $116 | $6,348-98.2% | $5,696-98.0% | $12,270-99.1% |