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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 | $10,011,807 | $108,882+9095.1% | $96,754+10247.7% | $154,746+6369.8% |
| Participation rate | 10.0% | 75.1%-65.1pp | 70.3%-60.3pp | 80.7%-70.7pp |
| Annual return | 28.11% | 98.39%-70.3pp | 82.04%-53.9pp | 172.34%-144.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |