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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 | $414,987 | $227,633+82.3% | $189,597+118.9% | $167,553+147.7% |
| Participation rate | 14.3% | 82.5%-68.2pp | 78.4%-64.2pp | 82.1%-67.8pp |
| Annual return | 13.58% | 78.45%-64.9pp | 64.20%-50.6pp | 478.89%-465.3pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |