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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 | $272,395 | $149,040+82.8% | $120,225+126.6% | $137,256+98.5% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 10.74% | 605.68%-594.9pp | 439.23%-428.5pp | 220.34%-209.6pp |
| Employer contribution / active EE | $11,750 | $4,350+170.1% | $3,475+238.1% | $4,156+182.7% |
| Participant deferral / active EE | $11,750 | $4,655+152.4% | $3,999+193.8% | $6,407+83.4% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |