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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 | $86,940+1482.8% | $102,434+1243.4% | $80,935+1600.3% |
| Participation rate | 3.6% | 72.4%-68.8pp | 76.5%-72.9pp | 67.7%-64.1pp |
| Annual return | 715.53% | 18.89%+696.6pp | 29.46%+686.1pp | 35.66%+679.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $9,462-100.0% | $6,924-100.0% |