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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 | $388,171 | $54,763+608.8% | $90,324+329.8% | $72,976+431.9% |
| Participation rate | 3.0% | 65.2%-62.1pp | 73.3%-70.3pp | 69.5%-66.5pp |
| Annual return | 69.38% | 30.63%+38.8pp | 78.15%-8.8pp | 81.02%-11.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,356-100.0% | $5,124-100.0% |