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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 | $1,720,153 | $176,077+876.9% | $159,455+978.8% | $167,518+926.8% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 15.94% | 331.83%-315.9pp | 263.63%-247.7pp | 478.71%-462.8pp |
| Employer contribution / active EE | $1,830 | $5,298-65.5% | $4,830-62.1% | $4,838-62.2% |
| Participant deferral / active EE | $5,353 | $7,751-30.9% | $7,353-27.2% | $6,342-15.6% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |