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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 | $297,328 | $67,823+338.4% | $52,425+467.2% | $137,256+116.6% |
| Participation rate | 4.5% | 63.9%-59.4pp | 55.6%-51.1pp | 80.0%-75.4pp |
| Annual return | 155.50% | 219.11%-63.6pp | 302.12%-146.6pp | 220.34%-64.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |