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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 | $1,599,999 | $152,394+949.9% | $124,067+1189.6% | $155,188+931.0% |
| Participation rate | 50.0% | 68.8%-18.8pp | 66.9%-16.9pp | 80.8%-30.8pp |
| Annual return | 18.47% | 34.93%-16.5pp | 31.06%-12.6pp | 148.84%-130.4pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,166-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $3,463-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $6,949-100.0% | $7,351-100.0% | $14,480-100.0% |