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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 | $2,054,646 | $133,998+1433.3% | $112,263+1730.2% | $134,545+1427.1% |
| Participation rate | 9.1% | 78.6%-69.5pp | 75.1%-66.0pp | 81.2%-72.1pp |
| Annual return | 1.85% | 47.17%-45.3pp | 27.49%-25.6pp | 418.37%-416.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |