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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 | $4,917,692 | $81,870+5906.7% | $119,622+4011.0% | $68,486+7080.6% |
| Participation rate | 2.2% | 71.9%-69.7pp | 79.3%-77.1pp | 67.9%-65.7pp |
| Annual return | 36.72% | -23.82%+60.5pp | -14.98%+51.7pp | -7.85%+44.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,328-100.0% | $5,404-100.0% |