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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 | $14,612,351 | $71,230+20414.3% | $93,727+15490.4% | $80,959+17949.1% |
| Participation rate | 3.1% | 60.4%-57.3pp | 68.7%-65.6pp | 67.7%-64.5pp |
| Annual return | 38.12% | 11.26%+26.9pp | 133.83%-95.7pp | 35.67%+2.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |