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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 | $9,347,391 | $57,330+16204.4% | $86,656+10686.8% | $75,177+12333.8% |
| Participation rate | 1.3% | 63.2%-61.9pp | 71.7%-70.5pp | 67.2%-66.0pp |
| Annual return | 36.67% | 2675.40%-2638.7pp | 593.09%-556.4pp | 160.75%-124.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,115-100.0% | $5,619-100.0% | $5,651-100.0% |