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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 | $520,235 | $165,361+214.6% | $149,715+247.5% | $158,950+227.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 50.82% | 348.24%-297.4pp | 276.66%-225.8pp | 302.91%-252.1pp |
| Employer contribution / active EE | $7,438 | $5,103+45.7% | $4,645+60.1% | $4,762+56.2% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |