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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 | $19,207,060 | $125,778+15170.6% | $114,563+16665.5% | $154,746+12312.0% |
| Participation rate | 5.6% | 75.2%-69.6pp | 72.9%-67.3pp | 80.7%-75.1pp |
| Annual return | 14.11% | 295.14%-281.0pp | 241.09%-227.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |