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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 | $659,733 | $180,459+265.6% | $154,108+328.1% | $135,380+387.3% |
| Participation rate | 12.5% | 87.4%-74.9pp | 83.0%-70.5pp | 82.6%-70.1pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $5,888 | $6,035-2.4% | $5,298+11.2% | $4,779+23.2% |
| Participant deferral / active EE | $3,218 | $5,806-44.6% | $5,081-36.7% | $5,609-42.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |