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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 | $375,990 | $100,262+275.0% | $81,370+362.1% | $145,897+157.7% |
| Participation rate | 66.7% | 74.3%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 17.29% | 34.52%-17.2pp | 24.85%-7.6pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,102 | $2,979-63.0% | $2,464-55.3% | $4,663-76.4% |
| Participant deferral / active EE | $20,320 | $4,612+340.6% | $3,885+423.0% | $6,689+203.8% |
| Admin fee / account holder | $20 | $8,163-99.8% | $5,749-99.7% | $13,390-99.9% |