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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 | $465,000 | $93,098+399.5% | $77,081+503.3% | $134,509+245.7% |
| Participation rate | 16.7% | 74.5%-57.8pp | 67.9%-51.2pp | 81.2%-64.6pp |
| Annual return | 9.41% | 62.63%-53.2pp | 42.33%-32.9pp | 418.13%-408.7pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |