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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 | $716,502 | $69,118+936.6% | $53,647+1235.6% | $138,895+415.9% |
| Participation rate | 8.3% | 64.0%-55.6pp | 56.3%-47.9pp | 79.9%-71.6pp |
| Annual return | 1632.23% | 248.26%+1384.0pp | 358.33%+1273.9pp | 145.39%+1486.8pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |