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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 | $685,012 | $152,591+348.9% | $117,529+482.8% | $134,545+409.1% |
| Participation rate | 25.0% | 77.1%-52.1pp | 70.6%-45.6pp | 81.2%-56.2pp |
| Annual return | 22.86% | 53.04%-30.2pp | 29.77%-6.9pp | 418.37%-395.5pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |