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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 | $3,684,059 | $72,071+5011.7% | $68,368+5288.6% | $137,256+2584.1% |
| Participation rate | 7.7% | 76.2%-68.5pp | 73.8%-66.1pp | 80.0%-72.3pp |
| Annual return | 162.46% | 353.14%-190.7pp | 292.57%-130.1pp | 220.34%-57.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |