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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 | $5,365,015 | $81,504+6482.6% | $102,437+5137.4% | $80,959+6526.8% |
| Participation rate | 2.4% | 66.9%-64.4pp | 74.5%-72.1pp | 67.7%-65.2pp |
| Annual return | 13.33% | 25.60%-12.3pp | 24.95%-11.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |