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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 | $1,099,608 | $159,978+587.4% | $147,041+647.8% | $145,978+653.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 19.39% | 98.36%-79.0pp | 419.21%-399.8pp | 550.52%-531.1pp |
| Employer contribution / active EE | $5,083 | $5,288-3.9% | $4,935+3.0% | $4,662+9.0% |
| Participant deferral / active EE | $10,167 | $8,429+20.6% | $8,071+26.0% | $6,690+52.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |