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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 | $1,499,859 | $99,995+1399.9% | $85,063+1663.2% | $145,978+927.5% |
| Participation rate | 5.0% | 74.1%-69.1pp | 67.5%-62.5pp | 80.3%-75.3pp |
| Annual return | 25.65% | 83.99%-58.3pp | 66.54%-40.9pp | 550.52%-524.9pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |