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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 | $926,163 | $106,549+769.2% | $91,225+915.3% | $134,509+588.5% |
| Participation rate | 11.1% | 76.8%-65.7pp | 73.2%-62.1pp | 81.2%-70.1pp |
| Annual return | 54.36% | 160.73%-106.4pp | 114.10%-59.7pp | 418.13%-363.8pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |