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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 | $420,767 | $157,304+167.5% | $141,197+198.0% | $152,909+175.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $10,667 | $5,263+102.7% | $4,736+125.2% | $4,764+123.9% |
| Participant deferral / active EE | $16,000 | $7,111+125.0% | $6,710+138.4% | $5,851+173.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |