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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 | $1,006,999 | $95,453+955.0% | $112,040+798.8% | $82,448+1121.4% |
| Participation rate | 4.0% | 72.8%-68.8pp | 76.5%-72.5pp | 68.1%-64.1pp |
| Annual return | 36.67% | 23.92%+12.8pp | 24.52%+12.2pp | 41.64%-5.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |