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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 | $110,212+414.3% | $96,534+487.2% | $139,466+306.4% |
| Participation rate | 4.5% | 78.1%-73.6pp | 76.0%-71.4pp | 80.3%-75.8pp |
| Annual return | 3113.19% | 26.42%+3086.8pp | 25.88%+3087.3pp | 373.66%+2739.5pp |
| Employer contribution / active EE | $4,341 | $3,620+19.9% | $2,965+46.4% | $4,754-8.7% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |