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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 | $183,592+130.8% | $155,574+172.3% | $145,877+190.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 3.10% | 61.37%-58.3pp | 64.87%-61.8pp | 551.28%-548.2pp |
| Employer contribution / active EE | $2,709 | $5,317-49.0% | $4,676-42.1% | $4,663-41.9% |
| Participant deferral / active EE | $10,000 | $6,466+54.7% | $5,629+77.6% | $6,691+49.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |