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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 | $297,777 | $175,257+69.9% | $149,717+98.9% | $139,456+113.5% |
| Participation rate | 27.3% | 83.4%-56.1pp | 78.8%-51.5pp | 80.3%-53.1pp |
| Annual return | 30.24% | 166.70%-136.5pp | 134.41%-104.2pp | 373.45%-343.2pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,944 | $6,521-54.8% | $5,682-48.2% | $6,711-56.1% |
| Admin fee / account holder | $5 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |