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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 | $366,779 | $109,872+233.8% | $98,483+272.4% | $167,536+118.9% |
| Participation rate | 20.0% | 75.8%-55.8pp | 73.3%-53.3pp | 82.1%-62.1pp |
| Annual return | 14.23% | 1959.31%-1945.1pp | 1494.38%-1480.2pp | 478.82%-464.6pp |
| Employer contribution / active EE | $4,240 | $3,225+31.5% | $2,961+43.2% | $4,839-12.4% |
| Participant deferral / active EE | $2,220 | $4,673-52.5% | $4,276-48.1% | $6,342-65.0% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |