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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 | $561,457 | $157,296+256.9% | $141,191+297.7% | $152,897+267.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 11.13% | 64.34%-53.2pp | 71.41%-60.3pp | 345.43%-334.3pp |
| Employer contribution / active EE | $4,900 | $5,262-6.9% | $4,736+3.5% | $4,764+2.9% |
| Participant deferral / active EE | $11,000 | $7,111+54.7% | $6,710+63.9% | $5,851+88.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |