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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 | $252,677 | $209,874+20.4% | $189,537+33.3% | $167,536+50.8% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 19.67% | 748.61%-728.9pp | 555.34%-535.7pp | 478.82%-459.1pp |
| Employer contribution / active EE | $6,540 | $6,913-5.4% | $6,161+6.2% | $4,839+35.1% |
| Participant deferral / active EE | $6,500 | $8,934-27.2% | $8,220-20.9% | $6,342+2.5% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |