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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 | $784,041 | $74,879,922-99.0% | $40,145,923-98.0% | $273,972+186.2% |
| Participation rate | 28.6% | 74.1%-45.5pp | 68.4%-39.8pp | 83.0%-54.4pp |
| Annual return | 27.45% | 2.55%+24.9pp | 5.24%+22.2pp | 41.46%-14.0pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $2,591-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |