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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 | $8,619,586 | $90,614+9412.4% | $76,089+11228.4% | $145,877+5808.8% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.1%-50.9pp | 80.3%-62.1pp |
| Annual return | 188.59% | 623.80%-435.2pp | 360.94%-172.3pp | 551.28%-362.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |