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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 | $2,200,000 | $73,518+2892.5% | $63,003+3391.9% | $147,585+1390.7% |
| Participation rate | 4.2% | 77.9%-73.7pp | 74.8%-70.6pp | 82.8%-78.7pp |
| Annual return | 83.44% | 175.46%-92.0pp | 87.59%-4.1pp | 578.57%-495.1pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |