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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 | $528,225 | $150,442+251.1% | $136,295+287.6% | $147,585+257.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 5.92% | 1049.09%-1043.2pp | 5155.97%-5150.1pp | 578.56%-572.6pp |
| Employer contribution / active EE | $3,911 | $5,256-25.6% | $4,695-16.7% | $4,876-19.8% |
| Participant deferral / active EE | $12,756 | $6,630+92.4% | $6,247+104.2% | $5,439+134.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |