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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 | $572,032 | $104,694+446.4% | $85,709+567.4% | $167,536+241.4% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.9%-49.9pp | 82.1%-62.1pp |
| Annual return | 144.22% | 21.45%+122.8pp | 21.49%+122.7pp | 478.82%-334.6pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |