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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,692 | $183,539+130.8% | $155,556+172.4% | $145,897+190.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 3.10% | 61.31%-58.2pp | 64.84%-61.7pp | 552.29%-549.2pp |
| Employer contribution / active EE | $2,709 | $5,315-49.0% | $4,675-42.1% | $4,663-41.9% |
| Participant deferral / active EE | $10,000 | $6,467+54.6% | $5,631+77.6% | $6,689+49.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |