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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 | $3,994,164 | $178,174+2141.7% | $156,181+2457.4% | $137,256+2810.0% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.8%-64.5pp | 80.0%-65.7pp |
| Annual return | 212.63% | 84.19%+128.4pp | 64.87%+147.8pp | 220.34%-7.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |