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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 | $1,363,731 | $99,079+1276.4% | $78,002+1648.3% | $273,972+397.8% |
| Participation rate | 14.3% | 78.6%-64.3pp | 75.5%-61.2pp | 83.0%-68.7pp |
| Annual return | 7.14% | 217.93%-210.8pp | 425.99%-418.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |