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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 | $252,329 | $185,883+35.7% | $170,043+48.4% | $139,466+80.9% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 10.19% | 60.54%-50.4pp | 53.40%-43.2pp | 373.66%-363.5pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,939 | $11,626-40.3% | $10,410-33.3% | $6,712+3.4% |
| Admin fee / account holder | $10 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |