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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 | $1,324,955 | $211,288+527.1% | $178,540+642.1% | $145,884+808.2% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 14.62% | 30.27%-15.7pp | 27.15%-12.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,273 | $4,574-50.3% | $3,953-42.5% | $4,662-51.3% |
| Participant deferral / active EE | $4,569 | $6,967-34.4% | $6,281-27.3% | $6,690-31.7% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |