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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 | $577,500 | $90,530+537.9% | $76,030+659.6% | $145,897+295.8% |
| Participation rate | 14.3% | 74.4%-60.2pp | 69.1%-54.8pp | 80.3%-66.0pp |
| Annual return | 10.00% | 625.08%-615.1pp | 361.54%-351.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |