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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 | $551,886 | $212,386+159.8% | $199,883+176.1% | $138,895+297.3% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 553.55% | 47.75%+505.8pp | 43.81%+509.7pp | 145.39%+408.2pp |
| Employer contribution / active EE | $20,601 | $6,625+211.0% | $6,261+229.0% | $4,194+391.2% |
| Participant deferral / active EE | $11,083 | $9,617+15.2% | $9,138+21.3% | $6,396+73.3% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |