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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 | $509,751 | $185,312+175.1% | $161,489+215.7% | $154,746+229.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 4918.77% | 103.84%+4814.9pp | 89.72%+4829.0pp | 172.34%+4746.4pp |
| Employer contribution / active EE | $1,667 | $4,769-65.1% | $4,268-61.0% | $4,379-61.9% |
| Participant deferral / active EE | $3,590 | $6,350-43.5% | $5,630-36.2% | $6,730-46.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |