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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 | $345,059 | $211,239+63.3% | $178,528+93.3% | $145,877+136.5% |
| Participation rate | 31.3% | 80.8%-49.5pp | 77.1%-45.9pp | 80.3%-49.1pp |
| Annual return | 16.71% | 30.22%-13.5pp | 27.11%-10.4pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,097 | $4,570-54.1% | $3,950-46.9% | $4,663-55.0% |
| Participant deferral / active EE | $7,946 | $6,963+14.1% | $6,278+26.6% | $6,691+18.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |