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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 | $303,075 | $180,749+67.7% | $160,784+88.5% | $137,256+120.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 25.66% | 2234.46%-2208.8pp | 1803.92%-1778.3pp | 220.34%-194.7pp |
| Employer contribution / active EE | $22,668 | $4,155+445.5% | $3,733+507.3% | $4,156+445.4% |
| Participant deferral / active EE | $20,667 | $6,844+202.0% | $6,293+228.4% | $6,407+222.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |