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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 | $199,109+74.9% | $173,730+100.4% | $154,746+125.0% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 4.54% | 20.02%-15.5pp | 19.96%-15.4pp | 172.34%-167.8pp |
| Employer contribution / active EE | $3,541 | $5,311-33.3% | $4,577-22.6% | $4,379-19.1% |
| Participant deferral / active EE | $16,400 | $7,113+130.6% | $6,326+159.2% | $6,730+143.7% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |