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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 | $1,551,173 | $76,371+1931.1% | $93,621+1556.9% | $72,976+2025.6% |
| Participation rate | 8.6% | 71.8%-63.2pp | 75.8%-67.3pp | 69.5%-60.9pp |
| Annual return | 2.59% | 25.82%-23.2pp | 32.76%-30.2pp | 81.02%-78.4pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |