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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 | $278,738 | $185,312+50.4% | $161,489+72.6% | $154,746+80.1% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 7.31% | 103.84%-96.5pp | 89.72%-82.4pp | 172.34%-165.0pp |
| Employer contribution / active EE | $3,256 | $4,769-31.7% | $4,268-23.7% | $4,379-25.7% |
| Participant deferral / active EE | $6,765 | $6,350+6.5% | $5,630+20.2% | $6,730+0.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |