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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 | $1,020,544 | $167,352+509.8% | $143,788+609.8% | $134,509+658.7% |
| Participation rate | 6.7% | 84.8%-78.1pp | 80.3%-73.6pp | 81.2%-74.6pp |
| Annual return | 17.20% | 0.47%+16.7pp | -0.03%+17.2pp | 418.13%-400.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |