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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 | $348,143 | $178,174+95.4% | $156,181+122.9% | $137,256+153.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 4.54% | 84.19%-79.6pp | 64.87%-60.3pp | 220.34%-215.8pp |
| Employer contribution / active EE | $3,541 | $4,972-28.8% | $4,294-17.5% | $4,156-14.8% |
| Participant deferral / active EE | $16,400 | $6,888+138.1% | $6,132+167.4% | $6,407+156.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |