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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 | $1,349,128 | $144,130+836.0% | $117,861+1044.7% | $147,586+814.1% |
| Participation rate | 16.7% | 83.4%-66.8pp | 79.7%-63.0pp | 82.8%-66.2pp |
| Annual return | 115.42% | 531.20%-415.8pp | 335.11%-219.7pp | 578.59%-463.2pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $48 | $10,887-99.6% | $8,021-99.4% | $10,886-99.6% |