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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 | $960,246 | $122,962+680.9% | $71,585+1241.4% | $138,895+591.3% |
| Participation rate | 10.0% | 68.9%-58.9pp | 68.2%-58.2pp | 79.9%-69.9pp |
| Annual return | 56.47% | 37.84%+18.6pp | 59.26%-2.8pp | 145.39%-88.9pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,923-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,488-100.0% | $4,712-100.0% | $12,562-100.0% |