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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 | $2,331,535 | $202,342+1052.3% | $172,752+1249.6% | $152,897+1424.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 4.14% | 1029.83%-1025.7pp | 802.97%-798.8pp | 345.43%-341.3pp |
| Employer contribution / active EE | $28,148 | $5,858+380.5% | $5,144+447.2% | $4,764+490.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |