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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 | $862,471 | $115,225+648.5% | $100,712+756.4% | $138,895+521.0% |
| Participation rate | 12.5% | 74.3%-61.8pp | 69.3%-56.8pp | 79.9%-67.4pp |
| Annual return | 37.18% | 40.35%-3.2pp | 33.27%+3.9pp | 145.39%-108.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |