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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 | $406,513 | $93,124+336.5% | $77,100+427.3% | $134,545+202.1% |
| Participation rate | 7.7% | 74.5%-66.8pp | 67.9%-60.2pp | 81.2%-73.5pp |
| Annual return | 18.30% | 62.68%-44.4pp | 42.35%-24.1pp | 418.37%-400.1pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |