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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 | $1,576,268 | $180,462+773.5% | $154,111+922.8% | $135,379+1064.3% |
| Participation rate | 5.9% | 87.4%-81.5pp | 83.0%-77.2pp | 82.6%-76.8pp |
| Annual return | 26.34% | 888.17%-861.8pp | 735.18%-708.8pp | 519.79%-493.5pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |