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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 | $748,337 | $114,093+555.9% | $96,171+678.1% | $167,536+346.7% |
| Participation rate | 14.3% | 75.1%-60.8pp | 68.4%-54.2pp | 82.1%-67.8pp |
| Annual return | 15.38% | 190.00%-174.6pp | 192.04%-176.7pp | 478.82%-463.4pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |