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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 | $96,678+442.0% | $86,640+504.8% | $139,466+275.7% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 15.29% | 106.69%-91.4pp | 592.52%-577.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $25,717 | $3,265+687.5% | $3,024+750.3% | $4,754+441.0% |
| Participant deferral / active EE | $25,012 | $4,837+417.1% | $4,438+463.6% | $6,712+272.7% |
| Admin fee / account holder | $120 | $6,410-98.1% | $5,616-97.9% | $11,409-98.9% |