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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 | $1,886,387 | $123,854+1423.1% | $69,623+2609.4% | $145,884+1193.1% |
| Participation rate | 14.3% | 69.2%-54.9pp | 66.4%-52.2pp | 80.3%-66.0pp |
| Annual return | 18.75% | 192.35%-173.6pp | 101.23%-82.5pp | 551.85%-533.1pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,822-100.0% | $4,696-100.0% | $13,392-100.0% |