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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 | $4,234,891 | $183,592+2206.7% | $155,567+2622.2% | $145,959+2801.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 16.10% | 61.24%-45.1pp | 64.74%-48.6pp | 561.95%-545.9pp |
| Employer contribution / active EE | $6,824 | $5,315+28.4% | $4,674+46.0% | $4,661+46.4% |
| Participant deferral / active EE | $20,333 | $6,464+214.6% | $5,628+261.3% | $6,689+204.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |