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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 | $1,291,866 | $227,399+468.1% | $189,758+580.8% | $198,609+550.5% |
| Participation rate | 14.3% | 84.0%-69.7pp | 79.8%-65.5pp | 82.4%-68.1pp |
| Annual return | 287.50% | 61.03%+226.5pp | 52.62%+234.9pp | 202.70%+84.8pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |