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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 | $980,567 | $96,388+917.3% | $80,627+1116.2% | $139,466+603.1% |
| Participation rate | 12.5% | 73.6%-61.1pp | 67.0%-54.5pp | 80.3%-67.8pp |
| Annual return | 86.39% | 1352.08%-1265.7pp | 936.76%-850.4pp | 373.66%-287.3pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |