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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 | $270,740 | $110,240+145.6% | $96,544+180.4% | $139,487+94.1% |
| Participation rate | 10.0% | 78.1%-68.1pp | 76.0%-66.0pp | 80.3%-70.3pp |
| Annual return | 50.60% | 26.41%+24.2pp | 25.88%+24.7pp | 373.84%-323.2pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |