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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 | $1,677,833 | $63,764+2531.3% | $81,926+1948.0% | $79,858+2001.0% |
| Participation rate | 2.9% | 67.5%-64.6pp | 72.0%-69.1pp | 69.6%-66.8pp |
| Annual return | 22.97% | 22.66%+0.3pp | 29.49%-6.5pp | 31.72%-8.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,159-100.0% | $5,306-100.0% |