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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 | $3,399,630 | $212,386+1500.7% | $199,883+1600.8% | $138,895+2347.6% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 21.75% | 47.75%-26.0pp | 43.81%-22.1pp | 145.39%-123.6pp |
| Employer contribution / active EE | $9,333 | $6,625+40.9% | $6,261+49.1% | $4,194+122.5% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |