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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 | $1,409,739 | $171,867+720.3% | $149,721+841.6% | $147,586+855.2% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 13.50% | 2113.36%-2099.9pp | 1501.67%-1488.2pp | 578.59%-565.1pp |
| Employer contribution / active EE | $4,640 | $6,275-26.1% | $5,444-14.8% | $4,876-4.8% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,568+82.7% | $5,439+120.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |