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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 | $627,856 | $176,794+255.1% | $146,647+328.1% | $167,553+274.7% |
| Participation rate | 12.5% | 83.6%-71.1pp | 80.1%-67.6pp | 82.1%-69.6pp |
| Annual return | 12.09% | 24.04%-12.0pp | 22.75%-10.7pp | 478.89%-466.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $72 | $13,262-99.5% | $10,281-99.3% | $12,316-99.4% |