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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 | $480,156 | $106,247+351.9% | $96,515+397.5% | $139,466+244.3% |
| Participation rate | 18.2% | 77.8%-59.7pp | 74.3%-56.2pp | 80.3%-62.2pp |
| Annual return | 98.97% | 38.47%+60.5pp | 35.73%+63.2pp | 373.66%-274.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |