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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 | $587,301 | $116,360+404.7% | $65,566+795.7% | $139,466+321.1% |
| Participation rate | 66.7% | 67.8%-1.1pp | 64.9%+1.7pp | 80.3%-13.7pp |
| Annual return | 9.99% | 31.23%-21.2pp | 47.40%-37.4pp | 373.66%-363.7pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,701-100.0% | $4,114-100.0% | $11,409-100.0% |