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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 | $502,729 | $109,872+357.6% | $98,483+410.5% | $167,536+200.1% |
| Participation rate | 27.3% | 75.8%-48.6pp | 73.3%-46.1pp | 82.1%-54.8pp |
| Annual return | 17.24% | 1959.31%-1942.1pp | 1494.38%-1477.1pp | 478.82%-461.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |