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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 | $381,284 | $169,336+125.2% | $129,384+194.7% | $145,884+161.4% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 29.40% | 14408.70%-14379.3pp | 9461.77%-9432.4pp | 551.85%-522.4pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |