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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 | $452,626 | $112,892+300.9% | $90,956+397.6% | $158,931+184.8% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 0.00% | 215.80%-215.8pp | 134.60%-134.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,127-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,042-100.0% | $5,959-100.0% | $11,247-100.0% |