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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 | $459,526 | $176,786+159.9% | $146,643+213.4% | $167,536+174.3% |
| Participation rate | 55.6% | 83.6%-28.1pp | 80.1%-24.5pp | 82.1%-26.6pp |
| Annual return | 20.80% | 24.04%-3.2pp | 22.75%-2.0pp | 478.82%-458.0pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,412 | $6,440-0.4% | $5,506+16.5% | $6,342+1.1% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |