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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 | $1,863,148 | $60,349+2987.3% | $74,184+2411.5% | $62,881+2863.0% |
| Participation rate | 2.4% | 72.7%-70.3pp | 76.6%-74.2pp | 69.3%-66.9pp |
| Annual return | 11.05% | 21.38%-10.3pp | 17.74%-6.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |