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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 | $353,465 | $93,117+279.6% | $77,096+358.5% | $134,532+162.7% |
| Participation rate | 16.7% | 74.5%-57.8pp | 67.9%-51.3pp | 81.2%-64.6pp |
| Annual return | 313.03% | 62.67%+250.4pp | 42.35%+270.7pp | 418.27%-105.2pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |