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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 | $2,039,769 | $101,063+1918.3% | $81,473+2403.6% | $147,586+1282.1% |
| Participation rate | 8.3% | 74.5%-66.1pp | 68.0%-59.6pp | 82.8%-74.5pp |
| Annual return | 32.59% | 32.41%+0.2pp | 38.78%-6.2pp | 578.59%-546.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |