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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 | $310,340 | $160,059+93.9% | $140,019+121.6% | $135,380+129.2% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | -7.29% | 911.48%-918.8pp | 651.17%-658.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,688 | $6,420-58.1% | $5,605-52.0% | $4,779-43.8% |
| Participant deferral / active EE | $18,500 | $7,641+142.1% | $6,927+167.1% | $5,609+229.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |