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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 | $1,185,830 | $77,901+1422.2% | $149,717+692.0% | $75,181+1477.3% |
| Participation rate | 4.0% | 65.6%-61.6pp | 78.8%-74.8pp | 67.2%-63.2pp |
| Annual return | 15.85% | 31.73%-15.9pp | 134.41%-118.6pp | 160.69%-144.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |