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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 | $361,382 | $115,225+213.6% | $100,712+258.8% | $138,895+160.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 9.64% | 40.35%-30.7pp | 33.27%-23.6pp | 145.39%-135.8pp |
| Employer contribution / active EE | $720 | $2,771-74.0% | $2,313-68.9% | $4,194-82.8% |
| Participant deferral / active EE | $9,900 | $4,699+110.7% | $4,085+142.3% | $6,396+54.8% |
| Admin fee / account holder | $60 | $10,844-99.5% | $9,256-99.4% | $12,562-99.5% |