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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 | $100,147+275.4% | $81,286+362.6% | $145,877+157.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 17.29% | 34.44%-17.1pp | 24.80%-7.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,102 | $2,977-63.0% | $2,463-55.3% | $4,663-76.4% |
| Participant deferral / active EE | $20,320 | $4,607+341.0% | $3,883+423.3% | $6,691+203.7% |
| Admin fee / account holder | $20 | $8,201-99.8% | $5,764-99.7% | $13,402-99.9% |