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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 | $309,659 | $167,353+85.0% | $143,797+115.3% | $134,545+130.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | 17.77% | 0.48%+17.3pp | -0.04%+17.8pp | 418.37%-400.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,568 | $6,447-60.2% | $5,638-54.4% | $6,401-59.9% |
| Admin fee / account holder | $248 | $18,096-98.6% | $14,679-98.3% | $11,431-97.8% |