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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 | $2,757,815 | $175,231+1473.8% | $149,696+1742.3% | $139,466+1877.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 14.92% | 166.77%-151.8pp | 134.46%-119.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $18,500 | $5,478+237.7% | $4,821+283.8% | $4,754+289.2% |
| Participant deferral / active EE | $27,500 | $6,521+321.7% | $5,682+384.0% | $6,712+309.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |