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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 | $580,897 | $217,432+167.2% | $185,851+212.6% | $167,553+246.7% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 18.67% | 148.43%-129.8pp | 122.11%-103.4pp | 478.89%-460.2pp |
| Employer contribution / active EE | $11,600 | $5,874+97.5% | $5,168+124.4% | $4,840+139.7% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,343+309.9% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |