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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 | $296,050 | $111,814+164.8% | $103,374+186.4% | $145,959+102.8% |
| Participation rate | 15.4% | 77.9%-62.6pp | 74.5%-59.1pp | 80.3%-64.9pp |
| Annual return | 21.09% | 24.77%-3.7pp | 24.89%-3.8pp | 561.95%-540.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |