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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 | $732,232 | $165,399+342.7% | $149,745+389.0% | $158,982+360.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 64.52% | 348.34%-283.8pp | 276.72%-212.2pp | 302.99%-238.5pp |
| Employer contribution / active EE | $10,667 | $5,105+109.0% | $4,646+129.6% | $4,763+124.0% |
| Participant deferral / active EE | $16,000 | $7,183+122.8% | $6,843+133.8% | $5,983+167.4% |
| Admin fee / account holder | $10 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |