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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 | $49,976+3154.8% | $66,674+2339.7% | $82,637+1868.4% |
| Participation rate | 4.0% | 63.1%-59.1pp | 73.7%-69.7pp | 68.1%-64.1pp |
| Annual return | 30.29% | 39.09%-8.8pp | 321.24%-290.9pp | 53.51%-23.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,098-100.0% | $7,339-100.0% |