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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 | $1,040,881 | $123,155+745.2% | $108,753+857.1% | $155,188+570.7% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | 3.64% | 44.73%-41.1pp | 37.47%-33.8pp | 148.84%-145.2pp |
| Employer contribution / active EE | $1,933 | $2,811-31.2% | $2,427-20.3% | $4,248-54.5% |
| Participant deferral / active EE | $10,333 | $4,623+123.5% | $4,115+151.1% | $6,531+58.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |