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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 | $287,398 | $108,701+164.4% | $74,723+284.6% | $152,909+88.0% |
| Participation rate | 50.0% | 65.4%-15.4pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 73.72% | 114.12%-40.4pp | 753.18%-679.5pp | 345.46%-271.7pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $110 | $4,906-97.8% | $3,335-96.7% | $11,601-99.1% |