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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 | $817,157 | $72,071+1033.8% | $68,368+1095.2% | $137,256+495.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 2.07% | 353.14%-351.1pp | 292.57%-290.5pp | 220.34%-218.3pp |
| Employer contribution / active EE | $3,997 | $2,788+43.4% | $2,649+50.9% | $4,156-3.8% |
| Participant deferral / active EE | $20,667 | $4,410+368.6% | $4,123+401.3% | $6,407+222.6% |
| Admin fee / account holder | $25 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |