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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 | $61,125+2561.2% | $94,057+1629.4% | $87,485+1759.3% |
| Participation rate | 4.0% | 64.1%-60.1pp | 73.3%-69.3pp | 68.9%-64.9pp |
| Annual return | 30.29% | 35.20%-4.9pp | 480.62%-450.3pp | 26.06%+4.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |