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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 | $1,626,634 | $69,590+2237.5% | $136,867+1088.5% | $94,015+1630.2% |
| Participation rate | 4.0% | 66.3%-62.3pp | 74.5%-70.5pp | 70.8%-66.8pp |
| Annual return | 30.29% | 19.62%+10.7pp | 42.97%-12.7pp | 17.84%+12.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $8,912-100.0% | $10,340-100.0% | $8,951-100.0% |