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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 | $2,275,594 | $95,975+2271.0% | $74,549+2952.5% | $135,379+1580.9% |
| Participation rate | 12.5% | 75.7%-63.2pp | 69.1%-56.6pp | 82.6%-70.1pp |
| Annual return | 88.05% | 56.96%+31.1pp | 32.53%+55.5pp | 519.79%-431.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |