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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 | $2,278,023 | $95,406+2287.7% | $185,849+1125.7% | $85,847+2553.6% |
| Participation rate | 2.2% | 68.8%-66.6pp | 81.7%-79.5pp | 69.3%-67.1pp |
| Annual return | 15.47% | 23.59%-8.1pp | 122.10%-106.6pp | 318.61%-303.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |