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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 | $960,324 | $227,633+321.9% | $189,597+406.5% | $167,553+473.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 4.92% | 78.45%-73.5pp | 64.20%-59.3pp | 478.89%-474.0pp |
| Employer contribution / active EE | $37,717 | $5,317+609.4% | $4,412+754.8% | $4,840+679.3% |
| Participant deferral / active EE | $19,500 | $7,003+178.5% | $6,174+215.8% | $6,343+207.4% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |