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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 | $679,407 | $202,463+235.6% | $169,397+301.1% | $139,487+387.1% |
| Participation rate | 33.3% | 81.1%-47.8pp | 77.2%-43.8pp | 80.3%-47.0pp |
| Annual return | 11.99% | 532.64%-520.7pp | 406.23%-394.2pp | 373.84%-361.9pp |
| Employer contribution / active EE | $12,500 | $4,694+166.3% | $4,013+211.5% | $4,755+162.9% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |