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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 | $303,945 | $150,447+102.0% | $136,298+123.0% | $147,586+105.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 14.12% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,133 | $5,256-59.4% | $4,696-54.6% | $4,876-56.3% |
| Participant deferral / active EE | $2,133 | $6,631-67.8% | $6,247-65.9% | $5,439-60.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |