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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 | $566,843 | $110,307+413.9% | $96,576+486.9% | $139,456+306.5% |
| Participation rate | 4.5% | 78.1%-73.6pp | 76.0%-71.4pp | 80.3%-75.8pp |
| Annual return | 3113.19% | 26.40%+3086.8pp | 25.87%+3087.3pp | 373.45%+2739.7pp |
| Employer contribution / active EE | $4,341 | $3,619+19.9% | $2,965+46.4% | $4,753-8.7% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |