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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 | $2,412,000 | $143,969+1575.4% | $199,883+1106.7% | $82,637+2818.8% |
| Participation rate | 2.9% | 84.1%-81.2pp | 86.8%-83.8pp | 68.1%-65.1pp |
| Annual return | 45.12% | 25.67%+19.5pp | 43.81%+1.3pp | 53.51%-8.4pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $14,597-100.0% | $17,268-100.0% | $7,339-100.0% |