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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 | $2,297,138 | $76,367+2908.0% | $93,614+2353.8% | $72,983+3047.5% |
| Participation rate | 1.2% | 71.7%-70.5pp | 75.8%-74.6pp | 69.5%-68.3pp |
| Annual return | 429.77% | 25.82%+404.0pp | 32.76%+397.0pp | 81.01%+348.8pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,889-100.0% | $5,124-100.0% |