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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 | $254,759+1467.8% | $216,567+1744.3% | $198,609+1911.1% |
| Participation rate | 14.3% | 84.5%-70.2pp | 81.6%-67.4pp | 82.4%-68.1pp |
| Annual return | 212.63% | 10.04%+202.6pp | 12.94%+199.7pp | 202.70%+9.9pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |