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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 | $2,540,653 | $183,592+1283.9% | $155,574+1533.1% | $145,877+1641.6% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 22.22% | 61.37%-39.2pp | 64.87%-42.6pp | 551.28%-529.1pp |
| Employer contribution / active EE | $17,738 | $5,317+233.6% | $4,676+279.4% | $4,663+280.4% |
| Participant deferral / active EE | $20,333 | $6,466+214.5% | $5,629+261.2% | $6,691+203.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |