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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 | $375,628 | $209,425+79.4% | $178,499+110.4% | $158,966+136.3% |
| Participation rate | 15.4% | 86.4%-71.0pp | 81.9%-66.5pp | 82.0%-66.6pp |
| Annual return | 13.13% | 188.80%-175.7pp | 151.10%-138.0pp | 302.95%-289.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |