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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 | $14,434,614 | $213,785+6651.9% | $185,441+7683.9% | $155,188+9201.4% |
| Participation rate | 16.7% | 83.2%-66.6pp | 80.3%-63.6pp | 80.8%-64.1pp |
| Annual return | 8.07% | 19.97%-11.9pp | 20.16%-12.1pp | 148.84%-140.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |