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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 | $257,519 | $114,093+125.7% | $96,171+167.8% | $167,536+53.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,940 | $5,197-4.9% | $4,350+13.6% | $6,342-22.1% |
| Admin fee / account holder | $271 | $6,899-96.1% | $5,538-95.1% | $12,315-97.8% |