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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 | $1,215,641 | $101,283+1100.2% | $75,826+1503.2% | $135,380+797.9% |
| Participation rate | 50.0% | 72.7%-22.7pp | 68.2%-18.2pp | 82.6%-32.6pp |
| Annual return | -0.02% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,828-100.0% |