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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 | $1,378,326 | $227,291+506.4% | $214,702+542.0% | $155,188+788.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 16.64% | 60.08%-43.4pp | 54.55%-37.9pp | 148.84%-132.2pp |
| Employer contribution / active EE | $12,764 | $6,772+88.5% | $6,461+97.6% | $4,248+200.5% |
| Participant deferral / active EE | $24,580 | $9,582+156.5% | $9,147+168.7% | $6,531+276.4% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |