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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 | $1,250,661 | $181,062+590.7% | $158,223+690.4% | $155,188+705.9% |
| Participation rate | 8.3% | 82.7%-74.3pp | 79.2%-70.9pp | 80.8%-72.5pp |
| Annual return | 32.00% | 57.39%-25.4pp | 52.09%-20.1pp | 148.84%-116.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |