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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 | $790,416 | $45,872+1623.1% | $77,081+925.4% | $68,495+1054.0% |
| Participation rate | 2.9% | 55.9%-53.0pp | 67.9%-65.0pp | 67.9%-65.0pp |
| Annual return | 6.00% | 1.73%+4.3pp | 42.33%-36.3pp | -7.84%+13.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,428-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,427-100.0% | $5,403-100.0% |