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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 | $101,763+6406.3% | $164,866+3916.0% | $80,874+8086.8% |
| Participation rate | 1.9% | 71.8%-69.9pp | 78.6%-76.7pp | 67.6%-65.8pp |
| Annual return | 51.92% | 16.73%+35.2pp | 69.97%-18.0pp | 35.62%+16.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,228-100.0% | $12,689-100.0% | $6,935-100.0% |