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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 | $264,590 | $138,114+91.6% | $125,391+111.0% | $134,545+96.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.59% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $8,984 | $5,246+71.3% | $4,816+86.6% | $4,742+89.5% |
| Participant deferral / active EE | $15,500 | $7,801+98.7% | $7,448+108.1% | $6,401+142.1% |
| Admin fee / account holder | $19 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |