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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 | $557,510 | $161,352+245.5% | $134,172+315.5% | $137,256+306.2% |
| Participation rate | 30.4% | 78.3%-47.8pp | 72.5%-42.0pp | 80.0%-49.5pp |
| Annual return | 18.96% | 28.72%-9.8pp | 25.30%-6.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |