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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 | $516,814 | $88,778+482.1% | $81,844+531.5% | $145,884+254.3% |
| Participation rate | 10.0% | 75.1%-65.1pp | 72.4%-62.4pp | 80.3%-70.3pp |
| Annual return | 107.62% | 1033.03%-925.4pp | 778.87%-671.3pp | 551.85%-444.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |