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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 | $2,715,757 | $59,123+4493.4% | $77,183+3418.6% | $75,181+3512.3% |
| Participation rate | 2.1% | 63.9%-61.8pp | 69.6%-67.5pp | 67.2%-65.1pp |
| Annual return | 50.65% | 26.72%+23.9pp | 37.89%+12.8pp | 160.69%-110.0pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,776-100.0% | $5,475-100.0% | $5,650-100.0% |