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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 | $1,122,502 | $102,638+993.6% | $81,991+1269.1% | $158,966+606.1% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.3%-44.3pp | 82.0%-57.0pp |
| Annual return | 23.21% | 61.05%-37.8pp | 41.31%-18.1pp | 302.95%-279.7pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |