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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 | $2,795,266 | $212,386+1216.1% | $199,883+1298.4% | $138,895+1912.5% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 18.63% | 47.75%-29.1pp | 43.81%-25.2pp | 145.39%-126.8pp |
| Employer contribution / active EE | $16,881 | $6,625+154.8% | $6,261+169.6% | $4,194+302.5% |
| Participant deferral / active EE | $13,116 | $9,617+36.4% | $9,138+43.5% | $6,396+105.1% |
| Admin fee / account holder | $29 | $18,233-99.8% | $17,268-99.8% | $12,562-99.8% |