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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 | $275,752+955.0% | $256,809+1032.9% | $198,609+1364.8% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 12.84% | 34.81%-22.0pp | 32.73%-19.9pp | 202.70%-189.9pp |
| Employer contribution / active EE | $25,577 | $7,721+231.3% | $7,263+252.2% | $5,055+405.9% |
| Participant deferral / active EE | $17,708 | $10,037+76.4% | $9,520+86.0% | $6,977+153.8% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |