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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 | $1,110,091 | $106,557+941.8% | $91,227+1116.8% | $134,545+725.1% |
| Participation rate | 5.9% | 76.8%-70.9pp | 73.2%-67.3pp | 81.2%-75.4pp |
| Annual return | 35.01% | 160.81%-125.8pp | 114.14%-79.1pp | 418.37%-383.4pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |