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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 | $495,496 | $65,566+655.7% | $86,235+474.6% | $75,177+559.1% |
| Participation rate | 1.9% | 60.5%-58.6pp | 69.0%-67.1pp | 67.2%-65.4pp |
| Annual return | 81.82% | 46.07%+35.7pp | 1170.03%-1088.2pp | 160.75%-78.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,856-100.0% | $5,651-100.0% |