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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 | $717,527 | $159,934+348.6% | $147,005+388.1% | $145,959+391.6% |
| Participation rate | 10.0% | 84.0%-74.0pp | 82.2%-72.2pp | 80.3%-70.3pp |
| Annual return | 56.86% | 98.24%-41.4pp | 418.76%-361.9pp | 561.95%-505.1pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |