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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 | $637,114 | $111,830+469.7% | $93,696+580.0% | $145,884+336.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.00% | 204.08%-190.1pp | 133.74%-119.7pp | 551.85%-537.9pp |
| Employer contribution / active EE | $26,667 | $3,093+762.2% | $2,422+1001.1% | $4,662+472.0% |
| Participant deferral / active EE | $17,833 | $4,920+262.5% | $4,417+303.8% | $6,690+166.6% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |