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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 | $367,084 | $97,125+277.9% | $86,233+325.7% | $137,256+167.4% |
| Participation rate | 16.7% | 74.2%-57.5pp | 69.0%-52.4pp | 80.0%-63.3pp |
| Annual return | 50.77% | 74.19%-23.4pp | 61.39%-10.6pp | 220.34%-169.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |