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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 | $1,796,607 | $138,114+1200.8% | $125,391+1332.8% | $134,545+1235.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.88% | 750.88%-770.8pp | 572.41%-592.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $20,500 | $5,246+290.8% | $4,816+325.7% | $4,742+332.3% |
| Participant deferral / active EE | $13,250 | $7,801+69.9% | $7,448+77.9% | $6,401+107.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |