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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 | $5,262,629 | $97,125+5318.4% | $86,233+6002.8% | $137,256+3734.2% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.0%-56.5pp | 80.0%-67.5pp |
| Annual return | 24.13% | 74.19%-50.1pp | 61.39%-37.3pp | 220.34%-196.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |