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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 | $475,097 | $135,956+249.4% | $123,894+283.5% | $273,972+73.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | -1.20% | 56.63%-57.8pp | 47.52%-48.7pp | 41.46%-42.7pp |
| Employer contribution / active EE | $4,524 | $5,170-12.5% | $4,617-2.0% | $4,869-7.1% |
| Participant deferral / active EE | $12,143 | $6,343+91.4% | $5,984+102.9% | $5,287+129.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |