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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 | $334,032 | $140,578+137.6% | $100,671+231.8% | $125,389+166.4% |
| Participation rate | 10.0% | 80.4%-70.4pp | 70.7%-60.7pp | 83.2%-73.2pp |
| Annual return | 27.49% | 24.67%+2.8pp | 20.43%+7.1pp | 282.24%-254.7pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |