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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 | $1,022,489 | $100,203+920.4% | $85,240+1099.5% | $145,897+600.8% |
| Participation rate | 8.3% | 74.1%-65.8pp | 67.5%-59.2pp | 80.3%-72.0pp |
| Annual return | 9.67% | 84.28%-74.6pp | 66.75%-57.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |