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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 | $1,288,149 | $88,815+1350.4% | $81,882+1473.2% | $145,897+782.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 24.23% | 1033.75%-1009.5pp | 779.47%-755.2pp | 552.29%-528.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,165 | $4,647+140.2% | $4,323+158.3% | $6,689+66.9% |
| Admin fee / account holder | $110 | $8,434-98.7% | $7,360-98.5% | $13,390-99.2% |