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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 | $227,291+142.8% | $214,702+157.0% | $155,188+255.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 553.55% | 60.08%+493.5pp | 54.55%+499.0pp | 148.84%+404.7pp |
| Employer contribution / active EE | $20,601 | $6,772+204.2% | $6,461+218.9% | $4,248+385.0% |
| Participant deferral / active EE | $11,083 | $9,582+15.7% | $9,147+21.2% | $6,531+69.7% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |