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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 | $271,041 | $58,258+365.2% | $81,820+231.3% | $80,925+234.9% |
| Participation rate | 3.7% | 63.5%-59.8pp | 72.4%-68.7pp | 67.7%-64.0pp |
| Annual return | 24.02% | 41.76%-17.7pp | 777.93%-753.9pp | 35.65%-11.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |