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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 | $1,050,000 | $84,713+1139.5% | $75,717+1286.7% | $167,518+526.8% |
| Participation rate | 8.3% | 77.8%-69.5pp | 74.8%-66.5pp | 82.1%-73.8pp |
| Annual return | 10.53% | 199.49%-189.0pp | 104.58%-94.1pp | 478.71%-468.2pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,578-100.0% | $3,821-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |