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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 | $383,758 | $154,159+148.9% | $130,026+195.1% | $139,456+175.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 8.17% | 32.50%-24.3pp | -137.26%+145.4pp | 373.45%-365.3pp |
| Employer contribution / active EE | $5,740 | $5,292+8.5% | $4,321+32.8% | $4,753+20.8% |
| Participant deferral / active EE | $20,000 | $6,710+198.1% | $5,821+243.6% | $6,711+198.0% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |