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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 | $254,599 | $157,296+61.9% | $141,191+80.3% | $152,897+66.5% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 10.00% | 64.34%-54.3pp | 71.41%-61.4pp | 345.43%-335.4pp |
| Employer contribution / active EE | $1,487 | $5,262-71.7% | $4,736-68.6% | $4,764-68.8% |
| Participant deferral / active EE | $10,000 | $7,111+40.6% | $6,710+49.0% | $5,851+70.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |