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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 | $1,152,024 | $99,647+1056.1% | $86,439+1232.8% | $134,509+756.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -21.93% | 6784.13%-6806.1pp | 4395.55%-4417.5pp | 418.13%-440.1pp |
| Employer contribution / active EE | $4,780 | $4,401+8.6% | $3,769+26.8% | $4,741+0.8% |
| Participant deferral / active EE | $18,000 | $7,246+148.4% | $6,952+158.9% | $6,400+181.2% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |