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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 | $142,972+1587.0% | $214,702+1023.4% | $86,983+2672.9% |
| Participation rate | 2.9% | 84.9%-81.9pp | 87.5%-84.5pp | 69.5%-66.6pp |
| Annual return | 45.12% | 18.49%+26.6pp | 54.55%-9.4pp | 25.83%+19.3pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $17,617-100.0% | $19,830-100.0% | $7,856-100.0% |