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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 | $954,946 | $201,259+374.5% | $184,200+418.4% | $145,959+554.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.07% | 28.98%-19.9pp | 28.80%-19.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $22,714 | $7,018+223.6% | $6,424+253.6% | $4,661+387.3% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,132+67.0% | $6,689+128.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |