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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 | $427,547 | $226,105+89.1% | $182,540+134.2% | $152,897+179.6% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.0%-61.3pp | 82.5%-65.8pp |
| Annual return | 338.30% | 192.58%+145.7pp | 148.58%+189.7pp | 345.43%-7.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |