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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 | $356,703 | $176,077+102.6% | $159,455+123.7% | $167,518+112.9% |
| Participation rate | 20.0% | 84.9%-64.9pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 5.00% | 331.83%-326.8pp | 263.63%-258.6pp | 478.71%-473.7pp |
| Employer contribution / active EE | $968 | $5,298-81.7% | $4,830-80.0% | $4,838-80.0% |
| Participant deferral / active EE | $5,200 | $7,751-32.9% | $7,353-29.3% | $6,342-18.0% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |