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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 | $733,002 | $77,817+842.0% | $123,553+493.3% | $64,173+1042.2% |
| Participation rate | 16.0% | 74.7%-58.7pp | 82.3%-66.3pp | 69.6%-53.6pp |
| Annual return | 0.62% | 12.49%-11.9pp | 119.21%-118.6pp | 7.63%-7.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |