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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 | $254,070 | $76,634+231.5% | $56,054+353.3% | $145,978+74.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 5.10% | 3004.33%-2999.2pp | 1705.95%-1700.8pp | 550.52%-545.4pp |
| Employer contribution / active EE | $3,667 | $1,380+165.7% | $1,039+252.9% | $4,662-21.3% |
| Participant deferral / active EE | $17,667 | $2,622+573.7% | $1,952+804.9% | $6,690+164.1% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |