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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 | $739,187 | $227,399+225.1% | $189,758+289.5% | $198,609+272.2% |
| Participation rate | 18.2% | 84.0%-65.8pp | 79.8%-61.6pp | 82.4%-64.2pp |
| Annual return | 54.92% | 61.03%-6.1pp | 52.62%+2.3pp | 202.70%-147.8pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |