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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 | $660,676 | $209,847+214.8% | $189,520+248.6% | $167,518+294.4% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 21.52% | 748.45%-726.9pp | 555.25%-533.7pp | 478.71%-457.2pp |
| Employer contribution / active EE | $4,000 | $6,913-42.1% | $6,161-35.1% | $4,838-17.3% |
| Participant deferral / active EE | $9,750 | $8,934+9.1% | $8,220+18.6% | $6,342+53.7% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |