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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 | $1,376,107 | $86,919+1483.2% | $102,457+1243.1% | $80,911+1600.8% |
| Participation rate | 3.6% | 72.4%-68.8pp | 76.5%-72.9pp | 67.6%-64.1pp |
| Annual return | 715.53% | 18.90%+696.6pp | 29.41%+686.1pp | 35.63%+679.9pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,935-100.0% |