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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 | $433,871 | $87,016+398.6% | $63,244+586.0% | $125,388+246.0% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.0%-4.4pp | 83.2%-16.5pp |
| Annual return | 671.64% | 21.71%+649.9pp | -70.31%+741.9pp | 282.24%+389.4pp |
| Employer contribution / active EE | $13,200 | $3,601+266.6% | $2,322+468.5% | $4,866+171.3% |
| Participant deferral / active EE | $9,000 | $3,939+128.5% | $2,953+204.7% | $5,352+68.2% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |