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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 | $498,809 | $88,754+462.0% | $81,820+509.6% | $145,877+241.9% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 10.54% | 1031.77%-1021.2pp | 777.93%-767.4pp | 551.28%-540.7pp |
| Employer contribution / active EE | $3,457 | $3,085+12.0% | $2,915+18.6% | $4,663-25.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $70 | $8,424-99.2% | $7,391-99.1% | $13,402-99.5% |