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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 | $762,239 | $65,704+1060.1% | $94,229+708.9% | $59,633+1178.2% |
| Participation rate | 53.8% | 72.1%-18.3pp | 78.8%-24.9pp | 68.7%-14.8pp |
| Annual return | 19.95% | 5.22%+14.7pp | 10.68%+9.3pp | 2041.45%-2021.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |