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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 | $300,234 | $108,685+176.2% | $74,719+301.8% | $152,885+96.4% |
| Participation rate | 20.0% | 65.3%-45.3pp | 54.5%-34.5pp | 82.5%-62.5pp |
| Annual return | 36.24% | 114.09%-77.9pp | 753.05%-716.8pp | 345.39%-309.2pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $144 | $4,905-97.1% | $3,334-95.7% | $11,598-98.8% |