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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 | $932,313 | $96,361+867.5% | $80,607+1056.6% | $139,456+568.5% |
| Participation rate | 7.7% | 73.6%-65.9pp | 67.0%-59.3pp | 80.3%-72.6pp |
| Annual return | 80.67% | 1350.95%-1270.3pp | 936.11%-855.4pp | 373.45%-292.8pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,448-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |