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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 | $559,474 | $212,386+163.4% | $199,883+179.9% | $138,895+302.8% |
| Participation rate | 20.0% | 87.4%-67.4pp | 86.8%-66.8pp | 79.9%-59.9pp |
| Annual return | 14.13% | 47.75%-33.6pp | 43.81%-29.7pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |