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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 | $763,034 | $142,409+435.8% | $119,634+537.8% | $134,545+467.1% |
| Participation rate | 14.3% | 82.8%-68.5pp | 79.3%-65.0pp | 81.2%-66.9pp |
| Annual return | 21.53% | -12.46%+34.0pp | -14.98%+36.5pp | 418.37%-396.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $102 | $13,594-99.2% | $10,329-99.0% | $11,431-99.1% |