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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 | $96,361+917.6% | $80,607+1116.5% | $139,456+603.1% |
| Participation rate | 12.5% | 73.6%-61.1pp | 67.0%-54.5pp | 80.3%-67.8pp |
| Annual return | 86.39% | 1350.95%-1264.6pp | 936.11%-849.7pp | 373.45%-287.1pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,448-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |