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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 | $1,449,696 | $105,160+1278.6% | $94,679+1431.2% | $139,456+939.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 22.61% | 38.04%-15.4pp | 156.75%-134.1pp | 373.45%-350.8pp |
| Employer contribution / active EE | $4,829 | $4,107+17.6% | $3,673+31.5% | $4,753+1.6% |
| Participant deferral / active EE | $20,000 | $7,599+163.2% | $7,417+169.6% | $6,711+198.0% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |