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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 | $1,044,922 | $96,643+981.2% | $86,617+1106.4% | $139,456+649.3% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 16.82% | 106.57%-89.8pp | 591.91%-575.1pp | 373.45%-356.6pp |
| Employer contribution / active EE | $8,700 | $3,264+166.5% | $3,023+187.8% | $4,753+83.1% |
| Participant deferral / active EE | $6,169 | $4,835+27.6% | $4,437+39.0% | $6,711-8.1% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |