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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 | $2,910,961 | $209,874+1287.0% | $189,537+1435.8% | $167,536+1637.5% |
| Participation rate | 20.0% | 88.7%-68.7pp | 87.8%-67.8pp | 82.1%-62.1pp |
| Annual return | 40.90% | 748.61%-707.7pp | 555.34%-514.4pp | 478.82%-437.9pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |