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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 | $343,782 | $202,342+69.9% | $172,753+99.0% | $152,909+124.8% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.5%-62.5pp |
| Annual return | 4.67% | 1029.88%-1025.2pp | 803.00%-798.3pp | 345.46%-340.8pp |
| Employer contribution / active EE | $1,248 | $5,857-78.7% | $5,144-75.7% | $4,764-73.8% |
| Participant deferral / active EE | $3,600 | $5,948-39.5% | $5,198-30.7% | $5,851-38.5% |
| Admin fee / account holder | $12 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |