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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 | $1,045,166 | $209,336+399.3% | $197,124+430.2% | $137,256+661.5% |
| Participation rate | 26.7% | 87.3%-60.6pp | 86.7%-60.0pp | 80.0%-53.3pp |
| Annual return | 20.89% | 48.09%-27.2pp | 44.34%-23.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $50 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |