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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 | $509,819 | $148,629+243.0% | $135,982+274.9% | $139,487+265.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 9146.23% | 79.33%+9066.9pp | 68.32%+9077.9pp | 373.84%+8772.4pp |
| Employer contribution / active EE | $2,400 | $5,247-54.3% | $4,859-50.6% | $4,755-49.5% |
| Participant deferral / active EE | $30,600 | $8,102+277.7% | $7,760+294.3% | $6,713+355.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |