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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 | $291,810 | $76,519+281.4% | $56,025+420.9% | $145,897+100.0% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 0.00% | 3017.03%-3017.0pp | 1712.69%-1712.7pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,063 | $1,383+49.1% | $1,042+98.0% | $4,663-55.8% |
| Participant deferral / active EE | $1,191 | $2,624-54.6% | $1,955-39.1% | $6,689-82.2% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |