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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 | $4,037,460 | $275,752+1364.2% | $256,809+1472.2% | $198,609+1932.9% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 504.77% | 34.81%+470.0pp | 32.73%+472.0pp | 202.70%+302.1pp |
| Employer contribution / active EE | $4,062 | $7,721-47.4% | $7,263-44.1% | $5,055-19.7% |
| Participant deferral / active EE | $20,667 | $10,037+105.9% | $9,520+117.1% | $6,977+196.2% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |