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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 | $312,570 | $587,889-46.8% | $217,422+43.8% | $587,889-46.8% |
| Participation rate | 33.3% | 87.9%-54.6pp | 64.8%-31.5pp | 87.9%-54.6pp |
| Annual return | 0.00% | 19.70%-19.7pp | -3.54%+3.5pp | 19.70%-19.7pp |
| Employer contribution / active EE | $0 | $21,263-100.0% | $15,647-100.0% | $21,263-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $6,782-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,457-100.0% | $2,515-100.0% | $49,457-100.0% |