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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 | $951,991 | $99,345+858.3% | $84,753+1023.3% | $273,972+247.5% |
| Participation rate | 22.2% | 80.7%-58.5pp | 76.6%-54.4pp | 83.0%-60.8pp |
| Annual return | 20.20% | 22.93%-2.7pp | 22.78%-2.6pp | 41.46%-21.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |