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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 | $648,076 | $136,179+375.9% | $98,755+556.2% | $167,518+286.9% |
| Participation rate | 50.0% | 70.2%-20.2pp | 65.7%-15.7pp | 82.1%-32.1pp |
| Annual return | 11.41% | 67.53%-56.1pp | 49.91%-38.5pp | 478.71%-467.3pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,312-100.0% |