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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 | $703,490 | $181,062+288.5% | $158,223+344.6% | $155,188+353.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 19.82% | 57.39%-37.6pp | 52.09%-32.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,500 | $6,134+87.5% | $5,467+110.4% | $6,531+76.1% |
| Admin fee / account holder | $5 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |