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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 | $597,627 | $114,013+424.2% | $103,693+476.3% | $155,188+285.1% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 80.8%-55.8pp |
| Annual return | 59.75% | 49.31%+10.4pp | 47.61%+12.1pp | 148.84%-89.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15 | $8,407-99.8% | $7,858-99.8% | $14,480-99.9% |