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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 | $837,312 | $138,312+505.4% | $122,979+580.9% | $155,188+439.5% |
| Participation rate | 40.0% | 80.2%-40.2pp | 77.2%-37.2pp | 80.8%-40.8pp |
| Annual return | 12.78% | 22.06%-9.3pp | 20.12%-7.3pp | 148.84%-136.1pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,500 | $5,592+16.2% | $5,003+29.9% | $6,531-0.5% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |