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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 | $866,151 | $117,623+636.4% | $71,702+1108.0% | $134,509+543.9% |
| Participation rate | 14.3% | 68.9%-54.6pp | 62.3%-48.1pp | 81.2%-66.9pp |
| Annual return | 8.27% | 25.44%-17.2pp | 9.14%-0.9pp | 418.13%-409.9pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $3,759-100.0% | $2,658-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,427-100.0% |