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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 | $662,656 | $222,882+197.3% | $182,153+263.8% | $198,609+233.6% |
| Participation rate | 66.7% | 67.8%-1.1pp | 65.7%+0.9pp | 82.4%-15.7pp |
| Annual return | 31.37% | 38.53%-7.2pp | 35.04%-3.7pp | 202.70%-171.3pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $2,593-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,776-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $9,477-100.0% | $19,030-100.0% |