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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 | $472,221 | $167,352+182.2% | $143,788+228.4% | $134,509+251.1% |
| Participation rate | 15.4% | 84.8%-69.4pp | 80.3%-64.9pp | 81.2%-65.8pp |
| Annual return | 36.52% | 0.47%+36.1pp | -0.03%+36.6pp | 418.13%-381.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |