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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 | $310,801 | $112,300+176.8% | $90,223+244.5% | $125,389+147.9% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.0%-12.4pp | 83.2%-16.5pp |
| Annual return | 2.96% | -0.57%+3.5pp | 1.31%+1.7pp | 282.24%-279.3pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $50 | $10,990-99.5% | $7,406-99.3% | $9,541-99.5% |