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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 | $258,038 | $104,577+146.7% | $76,667+236.6% | $152,909+68.8% |
| Participation rate | 60.0% | 76.6%-16.6pp | 72.1%-12.1pp | 82.5%-22.5pp |
| Annual return | 29.10% | 1014.36%-985.3pp | 1166.74%-1137.6pp | 345.46%-316.4pp |
| Employer contribution / active EE | $1,785 | $3,119-42.8% | $2,303-22.5% | $4,764-62.5% |
| Participant deferral / active EE | $3,580 | $4,237-15.5% | $3,336+7.3% | $5,851-38.8% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |