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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 | $299,349 | $198,457+50.8% | $170,435+75.6% | $147,586+102.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 985.95% | 257.30%+728.6pp | 205.94%+780.0pp | 578.59%+407.4pp |
| Employer contribution / active EE | $2,242 | $6,183-63.7% | $5,432-58.7% | $4,876-54.0% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |