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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 | $2,244,603 | $213,785+949.9% | $185,441+1110.4% | $155,188+1346.4% |
| Participation rate | 12.5% | 83.2%-70.7pp | 80.3%-67.8pp | 80.8%-68.3pp |
| Annual return | 17.79% | 19.97%-2.2pp | 20.16%-2.4pp | 148.84%-131.0pp |
| Employer contribution / active EE | $5,813 | $5,393+7.8% | $4,672+24.4% | $4,248+36.8% |
| Participant deferral / active EE | $2,938 | $6,864-57.2% | $6,152-52.2% | $6,531-55.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |