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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 | $728,450 | $85,766+749.3% | $136,298+434.5% | $70,126+938.8% |
| Participation rate | 14.3% | 74.2%-59.9pp | 81.9%-67.6pp | 69.5%-55.3pp |
| Annual return | 139.61% | 31.46%+108.2pp | 5156.27%-5016.7pp | 73.15%+66.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |