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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 | $280,569 | $135,645+106.8% | $110,243+154.5% | $135,380+107.2% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -7.33% | 513.24%-520.6pp | 314.76%-322.1pp | 519.81%-527.1pp |
| Employer contribution / active EE | $8,801 | $4,907+79.4% | $3,827+130.0% | $4,779+84.2% |
| Participant deferral / active EE | $8,382 | $5,507+52.2% | $4,672+79.4% | $5,609+49.4% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |