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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 | $719,545 | $132,099+444.7% | $115,599+522.4% | $138,895+418.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.3%-14.3pp | 79.9%-19.9pp |
| Annual return | 13.80% | 176.76%-163.0pp | 111.10%-97.3pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |