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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 | $957,201 | $183,516+421.6% | $155,534+515.4% | $145,884+556.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.79% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $10,149 | $5,315+91.0% | $4,675+117.1% | $4,662+117.7% |
| Participant deferral / active EE | $6,940 | $6,467+7.3% | $5,630+23.3% | $6,690+3.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |