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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 | $166,131+685.5% | $164,975+691.0% | $145,877+794.5% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.6%-61.9pp | 80.3%-63.6pp |
| Annual return | 61.44% | 100.37%-38.9pp | 70.12%-8.7pp | 551.28%-489.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $112 | $16,648-99.3% | $12,688-99.1% | $13,402-99.2% |