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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 | $346,000 | $82,314+320.3% | $68,808+402.8% | $134,532+157.2% |
| Participation rate | 10.0% | 75.1%-65.1pp | 69.0%-59.0pp | 81.2%-71.2pp |
| Annual return | 41.22% | -2.18%+43.4pp | -6.37%+47.6pp | 418.27%-377.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |