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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 | $343,577 | $112,915+204.3% | $90,965+277.7% | $158,950+116.2% |
| Participation rate | 9.1% | 74.7%-65.6pp | 69.0%-59.9pp | 82.0%-72.9pp |
| Annual return | 36.02% | 215.75%-179.7pp | 134.57%-98.5pp | 302.91%-266.9pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $211 | $8,044-97.4% | $5,960-96.5% | $11,248-98.1% |