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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 | $550,336 | $185,225+197.1% | $142,898+285.1% | $167,553+228.5% |
| Participation rate | 25.0% | 78.5%-53.5pp | 72.0%-47.0pp | 82.1%-57.1pp |
| Annual return | 25.14% | 8558.12%-8533.0pp | 5639.64%-5614.5pp | 478.89%-453.7pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |