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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 | $582,906 | $118,919+390.2% | $88,538+558.4% | $152,897+281.2% |
| Participation rate | 66.7% | 73.4%-6.7pp | 68.7%-2.1pp | 82.5%-15.8pp |
| Annual return | 13.68% | 47.92%-34.2pp | 43.64%-30.0pp | 345.43%-331.8pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,851-100.0% |
| Admin fee / account holder | $23 | $5,876-99.6% | $4,310-99.5% | $11,599-99.8% |