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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 | $2,095,599 | $293,345+614.4% | $246,988+748.5% | $461,066+354.5% |
| Participation rate | 9.1% | 84.3%-75.2pp | 81.0%-71.9pp | 87.7%-78.6pp |
| Annual return | 20.44% | -3.12%+23.6pp | -2.27%+22.7pp | 484.84%-464.4pp |
| Employer contribution / active EE | $0 | $6,154-100.0% | $5,427-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $4,460-100.0% | $4,120-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $33,516-100.0% | $28,383-100.0% | $28,147-100.0% |