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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 | $209,336+1289.8% | $197,124+1375.9% | $137,256+2019.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 12.84% | 48.09%-35.2pp | 44.34%-31.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $25,577 | $6,591+288.1% | $6,227+310.7% | $4,156+515.4% |
| Participant deferral / active EE | $17,708 | $9,614+84.2% | $9,135+93.9% | $6,407+176.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |