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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 | $384,447 | $232,540+65.3% | $185,117+107.7% | $147,586+160.5% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 82.8%-82.8pp |
| Annual return | 19.33% | 43.03%-23.7pp | 40.50%-21.2pp | 578.59%-559.3pp |
| Employer contribution / active EE | $11,018 | $5,195+112.1% | $4,182+163.5% | $4,876+125.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |