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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 | $887,528 | $124,425+613.3% | $112,040+692.2% | $137,256+546.6% |
| Participation rate | 20.0% | 79.3%-59.3pp | 76.5%-56.5pp | 80.0%-60.0pp |
| Annual return | 41.07% | 24.72%+16.4pp | 24.52%+16.6pp | 220.34%-179.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |