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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 | $1,410,138 | $138,312+919.5% | $122,979+1046.7% | $155,188+808.7% |
| Participation rate | 20.0% | 80.2%-60.2pp | 77.2%-57.2pp | 80.8%-60.8pp |
| Annual return | 25.27% | 22.06%+3.2pp | 20.12%+5.2pp | 148.84%-123.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |