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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 | $2,036,936 | $85,171+2291.6% | $172,752+1079.1% | $72,975+2691.3% |
| Participation rate | 3.8% | 70.1%-66.2pp | 82.6%-78.8pp | 69.5%-65.6pp |
| Annual return | 29.23% | 27.32%+1.9pp | 802.97%-773.7pp | 81.01%-51.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |