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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 | $1,539,897 | $112,935+1263.5% | $90,970+1592.7% | $158,966+868.7% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 28.77% | 215.79%-187.0pp | 134.58%-105.8pp | 302.95%-274.2pp |
| Employer contribution / active EE | $7,096 | $2,895+145.2% | $2,122+234.3% | $4,762+49.0% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |