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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 | $1,257,503 | $88,754+1316.8% | $81,820+1436.9% | $145,877+762.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 13.74% | 1031.77%-1018.0pp | 777.93%-764.2pp | 551.28%-537.5pp |
| Employer contribution / active EE | $7,700 | $3,085+149.6% | $2,915+164.2% | $4,663+65.1% |
| Participant deferral / active EE | $6,100 | $4,648+31.3% | $4,323+41.1% | $6,691-8.8% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |