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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 | $361,413 | $182,823+97.7% | $161,596+123.7% | $198,609+82.0% |
| Participation rate | 33.3% | 81.5%-48.2pp | 80.7%-47.4pp | 82.4%-49.0pp |
| Annual return | 16.09% | 484.64%-468.5pp | 389.92%-373.8pp | 202.70%-186.6pp |
| Employer contribution / active EE | $0 | $4,109-100.0% | $3,977-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,433 | $7,056-23.0% | $6,750-19.5% | $6,977-22.1% |
| Admin fee / account holder | $0 | $15,687-100.0% | $13,161-100.0% | $19,030-100.0% |