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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 | $469,701 | $222,882+110.7% | $182,153+157.9% | $198,609+136.5% |
| Participation rate | 50.0% | 67.8%-17.8pp | 65.7%-15.7pp | 82.4%-32.4pp |
| Annual return | 366.69% | 38.53%+328.2pp | 35.04%+331.7pp | 202.70%+164.0pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $2,593-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,776-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $9,477-100.0% | $19,030-100.0% |