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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 | $648,790 | $42,910+1412.0% | $60,919+965.0% | $68,490+847.3% |
| Participation rate | 8.0% | 66.8%-58.8pp | 73.1%-65.1pp | 67.9%-59.9pp |
| Annual return | 52.94% | -13.99%+66.9pp | 16.96%+36.0pp | -7.85%+60.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |