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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 | $533,946 | $126,113+323.4% | $116,096+359.9% | $155,188+244.1% |
| Participation rate | 25.0% | 75.1%-50.1pp | 73.3%-48.3pp | 80.8%-55.8pp |
| Annual return | 54.78% | 391.72%-336.9pp | 326.25%-271.5pp | 148.84%-94.1pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |