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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 | $259,542 | $102,696+152.7% | $86,235+201.0% | $139,487+86.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 44.48% | 1925.91%-1881.4pp | 1170.03%-1125.6pp | 373.84%-329.4pp |
| Employer contribution / active EE | $994 | $3,034-67.2% | $2,381-58.2% | $4,755-79.1% |
| Participant deferral / active EE | $4,045 | $4,679-13.6% | $3,987+1.4% | $6,713-39.7% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |