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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 | $650,000 | $90,691+616.7% | $76,119+753.9% | $145,884+345.6% |
| Participation rate | 14.3% | 74.5%-60.2pp | 69.1%-54.8pp | 80.3%-66.0pp |
| Annual return | 16.17% | 624.52%-608.4pp | 361.25%-345.1pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |