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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 | $314,889 | $90,617+247.5% | $79,476+296.2% | $135,382+132.6% |
| Participation rate | 16.7% | 76.1%-59.4pp | 73.3%-56.7pp | 82.6%-66.0pp |
| Annual return | -0.33% | 977.57%-977.9pp | 718.21%-718.5pp | 519.77%-520.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |