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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 | $3,718,998 | $184,014+1921.0% | $161,149+2207.8% | $138,895+2577.6% |
| Participation rate | 9.1% | 82.1%-73.0pp | 78.8%-69.7pp | 79.9%-70.8pp |
| Annual return | 18.77% | 21.52%-2.7pp | 21.16%-2.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |