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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 | $486,043 | $176,688+175.1% | $130,660+272.0% | $152,909+217.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 15.89% | 2693.08%-2677.2pp | 1709.29%-1693.4pp | 345.46%-329.6pp |
| Employer contribution / active EE | $4,500 | $5,743-21.6% | $4,092+10.0% | $4,764-5.5% |
| Participant deferral / active EE | $12,500 | $4,362+186.6% | $3,603+246.9% | $5,851+113.6% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |