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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 | $280,817 | $150,442+86.7% | $136,295+106.0% | $147,585+90.3% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 22.16% | 1049.09%-1026.9pp | 5155.97%-5133.8pp | 578.56%-556.4pp |
| Employer contribution / active EE | $3,081 | $5,256-41.4% | $4,695-34.4% | $4,876-36.8% |
| Participant deferral / active EE | $13,300 | $6,630+100.6% | $6,247+112.9% | $5,439+144.5% |
| Admin fee / account holder | -$24 | $10,905-100.2% | $9,243-100.3% | $10,885-100.2% |