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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 | $386,892 | $104,106+271.6% | $71,086+444.3% | $135,379+185.8% |
| Participation rate | 9.1% | 65.7%-56.6pp | 54.7%-45.6pp | 82.6%-73.6pp |
| Annual return | 10.59% | 1256.30%-1245.7pp | 650.59%-640.0pp | 519.79%-509.2pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |