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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 | $932,222 | $185,312+403.1% | $161,489+477.3% | $154,746+502.4% |
| Participation rate | 11.1% | 82.5%-71.4pp | 78.7%-67.6pp | 80.7%-69.6pp |
| Annual return | 53.45% | 103.84%-50.4pp | 89.72%-36.3pp | 172.34%-118.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |