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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 | $465,207 | $148,629+213.0% | $135,982+242.1% | $139,487+233.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 11.82% | 79.33%-67.5pp | 68.32%-56.5pp | 373.84%-362.0pp |
| Employer contribution / active EE | $7,815 | $5,247+49.0% | $4,859+60.8% | $4,755+64.4% |
| Participant deferral / active EE | $4,143 | $8,102-48.9% | $7,760-46.6% | $6,713-38.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |