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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 | $524,014 | $96,643+442.2% | $86,617+505.0% | $139,456+275.8% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 15.29% | 106.57%-91.3pp | 591.91%-576.6pp | 373.45%-358.2pp |
| Employer contribution / active EE | $25,717 | $3,264+687.8% | $3,023+750.6% | $4,753+441.1% |
| Participant deferral / active EE | $25,012 | $4,835+417.3% | $4,437+463.7% | $6,711+272.7% |
| Admin fee / account holder | $120 | $6,406-98.1% | $5,613-97.9% | $11,407-98.9% |