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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 | $472,253 | $211,288+123.5% | $178,540+164.5% | $145,884+223.7% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 5.43% | 30.27%-24.8pp | 27.15%-21.7pp | 551.85%-546.4pp |
| Employer contribution / active EE | $2,000 | $4,574-56.3% | $3,953-49.4% | $4,662-57.1% |
| Participant deferral / active EE | $15,250 | $6,967+118.9% | $6,281+142.8% | $6,690+128.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |