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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 | $820,658 | $157,829+420.0% | $136,867+499.6% | $198,609+313.2% |
| Participation rate | 25.0% | 77.2%-52.2pp | 74.5%-49.5pp | 82.4%-57.4pp |
| Annual return | 11.65% | 51.25%-39.6pp | 42.97%-31.3pp | 202.70%-191.0pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |