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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 | $1,304,888 | $166,268+684.8% | $165,100+690.4% | $145,897+794.4% |
| Participation rate | 16.7% | 82.0%-65.4pp | 78.6%-62.0pp | 80.3%-63.6pp |
| Annual return | 61.44% | 100.52%-39.1pp | 70.21%-8.8pp | 552.29%-490.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $112 | $16,659-99.3% | $12,696-99.1% | $13,390-99.2% |