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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 | $209,336+1828.7% | $197,124+1948.2% | $137,256+2841.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 504.77% | 48.09%+456.7pp | 44.34%+460.4pp | 220.34%+284.4pp |
| Employer contribution / active EE | $4,062 | $6,591-38.4% | $6,227-34.8% | $4,156-2.3% |
| Participant deferral / active EE | $20,667 | $9,614+115.0% | $9,135+126.2% | $6,407+222.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |