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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 | $96,388+867.3% | $80,627+1056.3% | $139,466+568.5% |
| Participation rate | 7.7% | 73.6%-65.9pp | 67.0%-59.3pp | 80.3%-72.6pp |
| Annual return | 80.67% | 1352.08%-1271.4pp | 936.76%-856.1pp | 373.66%-293.0pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |