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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 | $419,995 | $209,847+100.1% | $189,520+121.6% | $167,518+150.7% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 9.23% | 748.45%-739.2pp | 555.25%-546.0pp | 478.71%-469.5pp |
| Employer contribution / active EE | $1,667 | $6,913-75.9% | $6,161-72.9% | $4,838-65.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |