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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 | $586,504 | $228,395+156.8% | $185,861+215.6% | $158,982+268.9% |
| Participation rate | 18.2% | 82.3%-64.1pp | 78.0%-59.9pp | 82.0%-63.8pp |
| Annual return | 24.49% | 40.82%-16.3pp | 35.96%-11.5pp | 302.99%-278.5pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $35 | $11,869-99.7% | $9,503-99.6% | $11,252-99.7% |