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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,207,966 | $113,941+960.2% | $94,229+1182.0% | $125,389+863.4% |
| Participation rate | 0.0% | 82.9%-82.9pp | 78.8%-78.8pp | 83.2%-83.2pp |
| Annual return | 51.95% | 5.29%+46.7pp | 10.68%+41.3pp | 282.24%-230.3pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |