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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 | $2,198,137 | $77,157+2748.9% | $108,405+1927.7% | $85,847+2460.5% |
| Participation rate | 3.6% | 74.7%-71.1pp | 80.1%-76.6pp | 69.3%-65.7pp |
| Annual return | 17.84% | 44.55%-26.7pp | 905.55%-887.7pp | 318.61%-300.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $256 | $5,174-95.1% | $7,297-96.5% | $6,261-95.9% |