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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 | $472,697 | $150,447+214.2% | $136,298+246.8% | $147,586+220.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 11.91% | 1049.15%-1037.2pp | 5156.27%-5144.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $8,035 | $5,256+52.9% | $4,696+71.1% | $4,876+64.8% |
| Participant deferral / active EE | $9,046 | $6,631+36.4% | $6,247+44.8% | $5,439+66.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |