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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 | $76,634+851.0% | $56,054+1200.1% | $145,978+399.2% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 21.62% | 3004.33%-2982.7pp | 1705.95%-1684.3pp | 550.52%-528.9pp |
| Employer contribution / active EE | $2,514 | $1,380+82.1% | $1,039+141.9% | $4,662-46.1% |
| Participant deferral / active EE | $2,432 | $2,622-7.3% | $1,952+24.6% | $6,690-63.6% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |