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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 | $271,382 | $77,157+251.7% | $108,405+150.3% | $85,851+216.1% |
| Participation rate | 23.9% | 74.7%-50.8pp | 80.1%-56.2pp | 69.3%-45.4pp |
| Annual return | 17.08% | 44.55%-27.5pp | 905.55%-888.5pp | 318.63%-301.6pp |
| 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 | $0 | $5,174-100.0% | $7,297-100.0% | $6,261-100.0% |