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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 | $2,178,513 | $185,312+1075.6% | $161,489+1249.0% | $154,746+1307.8% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 13.08% | 103.84%-90.8pp | 89.72%-76.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,187 | $4,769-75.1% | $4,268-72.2% | $4,379-72.9% |
| Participant deferral / active EE | $7,306 | $6,350+15.1% | $5,630+29.8% | $6,730+8.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |