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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 | $269,699 | $150,445+79.3% | $136,297+97.9% | $147,585+82.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 15.55% | 1049.14%-1033.6pp | 5156.16%-5140.6pp | 578.57%-563.0pp |
| Employer contribution / active EE | $5,400 | $5,256+2.7% | $4,696+15.0% | $4,876+10.7% |
| Participant deferral / active EE | $15,333 | $6,631+131.3% | $6,247+145.4% | $5,439+181.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |