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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 | $223,823+1703.9% | $211,142+1812.2% | $154,746+2509.1% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 504.77% | 50.39%+454.4pp | 46.84%+457.9pp | 172.34%+332.4pp |
| Employer contribution / active EE | $4,062 | $6,787-40.2% | $6,442-37.0% | $4,379-7.2% |
| Participant deferral / active EE | $20,667 | $9,750+112.0% | $9,284+122.6% | $6,730+207.1% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |