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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 | $389,940 | $102,696+279.7% | $86,235+352.2% | $139,487+179.6% |
| Participation rate | 14.3% | 74.5%-60.2pp | 69.0%-54.7pp | 80.3%-66.1pp |
| Annual return | 23.73% | 1925.91%-1902.2pp | 1170.03%-1146.3pp | 373.84%-350.1pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |