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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 | $3,204,718 | $101,069+3070.8% | $81,478+3833.2% | $147,585+2071.4% |
| Participation rate | 16.7% | 74.5%-57.8pp | 68.0%-51.3pp | 82.8%-66.2pp |
| Annual return | 168.64% | 32.40%+136.2pp | 38.78%+129.9pp | 578.57%-409.9pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |