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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 | $1,146,513 | $87,016+1217.6% | $63,244+1712.8% | $125,389+814.4% |
| Participation rate | 22.2% | 77.1%-54.8pp | 71.0%-48.8pp | 83.2%-61.0pp |
| Annual return | 17.35% | 21.71%-4.4pp | -70.31%+87.7pp | 282.24%-264.9pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |