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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 | $542,166 | $61,125+787.0% | $94,057+476.4% | $87,485+519.7% |
| Participation rate | 4.3% | 64.1%-59.8pp | 73.3%-69.1pp | 68.9%-64.7pp |
| Annual return | 12.95% | 35.20%-22.2pp | 480.62%-467.7pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |