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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 | $424,209 | $84,708+400.8% | $75,714+460.3% | $167,536+153.2% |
| Participation rate | 9.5% | 77.8%-68.3pp | 74.8%-65.3pp | 82.1%-72.6pp |
| Annual return | 155.25% | 199.62%-44.4pp | 104.62%+50.6pp | 478.82%-323.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3 | $5,358-100.0% | $3,619-99.9% | $12,315-100.0% |