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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 | $209,336+558.4% | $197,124+599.2% | $137,256+904.2% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 16.64% | 48.09%-31.4pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $12,764 | $6,591+93.7% | $6,227+105.0% | $4,156+207.1% |
| Participant deferral / active EE | $24,580 | $9,614+155.7% | $9,135+169.1% | $6,407+283.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |