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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 | $1,704,442 | $95,917+1677.0% | $79,583+2041.7% | $134,545+1166.8% |
| Participation rate | 5.6% | 75.0%-69.5pp | 69.5%-63.9pp | 81.2%-75.7pp |
| Annual return | 34167.03% | -2.70%+34169.7pp | 0.16%+34166.9pp | 418.37%+33748.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |