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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 | $358,001 | $105,960+237.9% | $81,726+338.1% | $158,982+125.2% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.0%-14.9pp | 82.0%-24.8pp |
| Annual return | 35.41% | 38.19%-2.8pp | 29.49%+5.9pp | 302.99%-267.6pp |
| Employer contribution / active EE | $1,637 | $7,805-79.0% | $4,311-62.0% | $4,763-65.6% |
| Participant deferral / active EE | $3,688 | $13,011-71.7% | $7,108-48.1% | $5,983-38.4% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |