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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 | $2,814,654 | $102,663+2641.7% | $86,216+3164.7% | $139,466+1918.2% |
| Participation rate | 15.4% | 74.5%-59.1pp | 69.0%-53.6pp | 80.3%-64.9pp |
| Annual return | 14.22% | 1924.52%-1910.3pp | 1169.42%-1155.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |