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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 | $403,348 | $202,460+99.2% | $169,385+138.1% | $139,456+189.2% |
| Participation rate | 37.5% | 81.1%-43.6pp | 77.2%-39.7pp | 80.3%-42.8pp |
| Annual return | 12.28% | 532.07%-519.8pp | 405.82%-393.5pp | 373.45%-361.2pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,339 | $6,938-23.1% | $6,221-14.2% | $6,711-20.5% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |