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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 | $275,000 | $92,766+196.4% | $82,763+232.3% | $134,545+104.4% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | 22.22% | 946.97%-924.8pp | 702.45%-680.2pp | 418.37%-396.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |