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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 | $2,506,433 | $73,863+3293.3% | $143,797+1643.0% | $68,490+3559.5% |
| Participation rate | 2.0% | 66.7%-64.7pp | 80.3%-78.4pp | 67.9%-65.9pp |
| Annual return | 10.03% | 0.91%+9.1pp | -0.04%+10.1pp | -7.85%+17.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |