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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 | $800,089 | $112,729+609.7% | $98,716+710.5% | $137,256+482.9% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.3%-58.2pp | 80.0%-68.8pp |
| Annual return | 23.07% | 38.48%-15.4pp | 31.81%-8.7pp | 220.34%-197.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |