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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 | $305,187 | $90,486+237.3% | $78,676+287.9% | $273,972+11.4% |
| Participation rate | 18.2% | 76.5%-58.3pp | 73.6%-55.4pp | 83.0%-64.8pp |
| Annual return | -1.16% | 75.62%-76.8pp | 62.19%-63.3pp | 41.46%-42.6pp |
| Employer contribution / active EE | $2,273 | $3,175-28.4% | $2,850-20.2% | $4,869-53.3% |
| Participant deferral / active EE | $4,334 | $3,901+11.1% | $3,517+23.2% | $5,287-18.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |