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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 | $394,361 | $190,843+106.6% | $159,981+146.5% | $134,493+193.2% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | 4.66% | 552.37%-547.7pp | 408.70%-404.0pp | 418.01%-413.4pp |
| Employer contribution / active EE | $0 | $4,993-100.0% | $4,224-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $60 | $10,475-99.4% | $8,700-99.3% | $11,425-99.5% |