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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 | $391,357 | $110,379+254.6% | $102,412+282.1% | $145,884+168.3% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 8.51% | 24.84%-16.3pp | 24.94%-16.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,286 | $4,216-69.5% | $3,870-66.8% | $4,662-72.4% |
| Participant deferral / active EE | $4,793 | $5,622-14.7% | $5,060-5.3% | $6,690-28.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |