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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 | $385,137 | $106,918+260.2% | $84,021+358.4% | $152,897+151.9% |
| Participation rate | 44.4% | 75.2%-30.8pp | 69.0%-24.6pp | 82.5%-38.0pp |
| Annual return | 12.88% | 105.01%-92.1pp | 71.32%-58.4pp | 345.43%-332.6pp |
| Employer contribution / active EE | $1,729 | $2,735-36.8% | $1,984-12.9% | $4,764-63.7% |
| Participant deferral / active EE | $5,933 | $4,012+47.9% | $3,239+83.2% | $5,851+1.4% |
| Admin fee / account holder | $168 | $8,288-98.0% | $6,102-97.3% | $11,599-98.6% |