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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 | $116,167+304.3% | $64,489+628.3% | $137,256+242.2% |
| Participation rate | 50.0% | 68.2%-18.2pp | 67.7%-17.7pp | 80.0%-30.0pp |
| Annual return | 366.69% | 36.55%+330.1pp | 55.03%+311.7pp | 220.34%+146.4pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |