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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 | $295,785 | $117,904+150.9% | $102,457+188.7% | $145,978+102.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.57% | 31.80%-23.2pp | 29.41%-20.8pp | 550.52%-542.0pp |
| Employer contribution / active EE | $1,139 | $3,613-68.5% | $3,022-62.3% | $4,662-75.6% |
| Participant deferral / active EE | $1,870 | $5,733-67.4% | $5,054-63.0% | $6,690-72.0% |
| Admin fee / account holder | $265 | $13,329-98.0% | $9,451-97.2% | $13,400-98.0% |