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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 | $303,504 | $138,076+119.8% | $123,553+145.6% | $135,380+124.2% |
| Participation rate | 9.1% | 84.7%-75.6pp | 82.3%-73.2pp | 82.6%-73.6pp |
| Annual return | 1.04% | 153.70%-152.7pp | 119.21%-118.2pp | 519.81%-518.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |