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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 | $51,638+3050.1% | $68,368+2279.2% | $82,448+1872.9% |
| Participation rate | 4.0% | 63.6%-59.6pp | 73.8%-69.8pp | 68.1%-64.1pp |
| Annual return | 30.29% | 37.53%-7.2pp | 292.57%-262.3pp | 41.64%-11.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |