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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 | $326,512 | $211,239+54.6% | $178,528+82.9% | $145,877+123.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 1.64% | 30.22%-28.6pp | 27.11%-25.5pp | 551.28%-549.6pp |
| Employer contribution / active EE | $1,750 | $4,570-61.7% | $3,950-55.7% | $4,663-62.5% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $218 | $12,095-98.2% | $10,419-97.9% | $13,402-98.4% |