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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 | $489,248 | $147,727+231.2% | $115,756+322.7% | $134,532+263.7% |
| Participation rate | 9.1% | 80.4%-71.4pp | 77.1%-68.0pp | 81.2%-72.1pp |
| Annual return | 0.00% | 73.96%-74.0pp | 143.14%-143.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $699 | $4,713-85.2% | $3,793-81.6% | $4,741-85.3% |
| Participant deferral / active EE | $2,451 | $7,563-67.6% | $6,254-60.8% | $6,401-61.7% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,429-100.0% |