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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 | $2,986,757 | $85,024+3412.8% | $70,544+4133.9% | $139,466+2041.6% |
| Participation rate | 15.4% | 73.9%-58.5pp | 68.4%-53.0pp | 80.3%-64.9pp |
| Annual return | 119.14% | 30.39%+88.7pp | 32.79%+86.3pp | 373.66%-254.5pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |