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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 | $1,104,893 | $305,245+262.0% | $258,236+327.9% | $428,746+157.7% |
| Participation rate | 66.7% | 85.7%-19.0pp | 81.9%-15.2pp | 88.2%-21.6pp |
| Annual return | 13.92% | -5.74%+19.7pp | -3.31%+17.2pp | 331.92%-318.0pp |
| Employer contribution / active EE | $0 | $9,167-100.0% | $7,891-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,791-100.0% | $5,237-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $16,482-100.0% | $14,475-100.0% | $31,735-100.0% |