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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 | $272,619 | $197,625+37.9% | $177,840+53.3% | $158,966+71.5% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 37.21% | 58.76%-21.6pp | 48.32%-11.1pp | 302.95%-265.7pp |
| Employer contribution / active EE | $1,641 | $6,698-75.5% | $5,919-72.3% | $4,762-65.5% |
| Participant deferral / active EE | $5,536 | $8,405-34.1% | $7,714-28.2% | $5,983-7.5% |
| Admin fee / account holder | $19 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |