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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 | $209,336+163.6% | $197,124+180.0% | $137,256+302.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 553.55% | 48.09%+505.5pp | 44.34%+509.2pp | 220.34%+333.2pp |
| Employer contribution / active EE | $20,601 | $6,591+212.6% | $6,227+230.8% | $4,156+395.7% |
| Participant deferral / active EE | $11,083 | $9,614+15.3% | $9,135+21.3% | $6,407+73.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |