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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 | $435,086 | $149,040+191.9% | $120,225+261.9% | $137,256+217.0% |
| Participation rate | 5.6% | 75.4%-69.9pp | 69.6%-64.0pp | 80.0%-74.4pp |
| Annual return | 568.51% | 605.68%-37.2pp | 439.23%+129.3pp | 220.34%+348.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |