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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 | $728,787 | $76,519+852.4% | $56,025+1200.8% | $145,897+399.5% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 21.62% | 3017.03%-2995.4pp | 1712.69%-1691.1pp | 552.29%-530.7pp |
| Employer contribution / active EE | $2,514 | $1,383+81.7% | $1,042+141.3% | $4,663-46.1% |
| Participant deferral / active EE | $2,432 | $2,624-7.3% | $1,955+24.4% | $6,689-63.6% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |