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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 | $2,539,875 | $201,264+1162.0% | $184,185+1279.0% | $145,978+1639.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 7.94% | 29.00%-21.1pp | 28.81%-20.9pp | 550.52%-542.6pp |
| Employer contribution / active EE | $27,753 | $7,021+295.3% | $6,426+331.9% | $4,662+495.3% |
| Participant deferral / active EE | $17,112 | $9,806+74.5% | $9,132+87.4% | $6,690+155.8% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |