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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 | $1,368,294 | $85,060+1508.6% | $70,548+1839.5% | $139,456+881.2% |
| Participation rate | 9.1% | 73.9%-64.8pp | 68.3%-59.3pp | 80.3%-71.2pp |
| Annual return | 71.87% | 30.38%+41.5pp | 32.78%+39.1pp | 373.45%-301.6pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |