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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 | $720,956 | $96,678+645.7% | $86,640+732.1% | $139,466+416.9% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 18.73% | 106.69%-88.0pp | 592.52%-573.8pp | 373.66%-354.9pp |
| Employer contribution / active EE | $662 | $3,265-79.7% | $3,024-78.1% | $4,754-86.1% |
| Participant deferral / active EE | $7,500 | $4,837+55.1% | $4,438+69.0% | $6,712+11.7% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |