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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 | $262,070 | $234,190+11.9% | $180,320+45.3% | $198,609+32.0% |
| Participation rate | 40.0% | 77.1%-37.1pp | 71.5%-31.5pp | 82.4%-42.4pp |
| Annual return | 36.23% | 1057.44%-1021.2pp | 778.54%-742.3pp | 202.70%-166.5pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |