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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 | $593,000 | $106,905+454.7% | $84,020+605.8% | $152,885+287.9% |
| Participation rate | 11.1% | 75.2%-64.1pp | 69.0%-57.9pp | 82.5%-71.3pp |
| Annual return | 26.17% | 105.00%-78.8pp | 71.31%-45.1pp | 345.39%-319.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |