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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 | $2,909,286 | $223,823+1199.8% | $211,142+1277.9% | $154,746+1780.0% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 12.84% | 50.39%-37.6pp | 46.84%-34.0pp | 172.34%-159.5pp |
| Employer contribution / active EE | $25,577 | $6,787+276.9% | $6,442+297.0% | $4,379+484.1% |
| Participant deferral / active EE | $17,708 | $9,750+81.6% | $9,284+90.7% | $6,730+163.1% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |