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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 | $561,527 | $210,698+166.5% | $178,014+215.4% | $145,959+284.7% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.28% | 386.27%-373.0pp | 294.80%-281.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $6,667 | $4,567+46.0% | $3,950+68.8% | $4,661+43.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |