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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 | $271,210 | $165,399+64.0% | $149,745+81.1% | $158,982+70.6% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 8.11% | 348.34%-340.2pp | 276.72%-268.6pp | 302.99%-294.9pp |
| Employer contribution / active EE | $7,779 | $5,105+52.4% | $4,646+67.4% | $4,763+63.3% |
| Participant deferral / active EE | $9,600 | $7,183+33.7% | $6,843+40.3% | $5,983+60.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |