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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 | $266,117 | $95,383+179.0% | $185,837+43.2% | $85,856+210.0% |
| Participation rate | 3.6% | 68.8%-65.2pp | 81.7%-78.1pp | 69.3%-65.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.08%-122.1pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $30 | $7,213-99.6% | $16,241-99.8% | $6,261-99.5% |