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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 | $184,014+1119.8% | $161,149+1292.9% | $138,895+1516.0% |
| Participation rate | 12.5% | 82.1%-69.6pp | 78.8%-66.3pp | 79.9%-67.4pp |
| Annual return | 17.79% | 21.52%-3.7pp | 21.16%-3.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $5,813 | $5,055+15.0% | $4,360+33.3% | $4,194+38.6% |
| Participant deferral / active EE | $2,938 | $6,909-57.5% | $6,153-52.3% | $6,396-54.1% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |