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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 | $6,621,000 | $101,795+6404.2% | $165,100+3910.3% | $80,959+8078.2% |
| Participation rate | 1.9% | 71.8%-69.9pp | 78.6%-76.7pp | 67.7%-65.8pp |
| Annual return | 51.92% | 16.73%+35.2pp | 70.21%-18.3pp | 35.67%+16.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |