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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 | $1,090,013 | $185,200+488.6% | $142,875+662.9% | $167,497+550.8% |
| Participation rate | 16.7% | 78.4%-61.8pp | 71.9%-55.3pp | 82.1%-65.4pp |
| Annual return | 28.23% | 8555.70%-8527.5pp | 5638.06%-5609.8pp | 478.62%-450.4pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $3,837-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,310-100.0% |