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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 | $76,608+851.3% | $56,077+1199.6% | $145,877+399.6% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 21.62% | 3009.59%-2988.0pp | 1709.28%-1687.7pp | 551.28%-529.7pp |
| Employer contribution / active EE | $2,514 | $1,382+81.9% | $1,040+141.6% | $4,663-46.1% |
| Participant deferral / active EE | $2,432 | $2,624-7.3% | $1,954+24.5% | $6,691-63.7% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |