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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 | $828,089 | $209,874+294.6% | $189,537+336.9% | $167,536+394.3% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 25.80% | 748.61%-722.8pp | 555.34%-529.5pp | 478.82%-453.0pp |
| Employer contribution / active EE | $10,583 | $6,913+53.1% | $6,161+71.8% | $4,839+118.7% |
| 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% |