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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 | $392,171 | $76,522+412.5% | $56,033+599.9% | $145,884+168.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 12.47% | 3014.28%-3001.8pp | 1711.38%-1698.9pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,120 | $1,382-19.0% | $1,041+7.6% | $4,662-76.0% |
| Participant deferral / active EE | $10,167 | $2,624+287.5% | $1,954+420.3% | $6,690+52.0% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |