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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 | $480,000 | $152,619+214.5% | $125,195+283.4% | $152,909+213.9% |
| Participation rate | 9.1% | 83.3%-74.3pp | 79.8%-70.7pp | 82.5%-73.4pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $45 | $13,437-99.7% | $9,704-99.5% | $11,601-99.6% |