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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 | $343,719 | $183,627+87.2% | $155,602+120.9% | $145,978+135.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 8.58% | 61.32%-52.7pp | 64.81%-56.2pp | 550.52%-541.9pp |
| Employer contribution / active EE | $1,480 | $5,316-72.2% | $4,675-68.3% | $4,662-68.3% |
| Participant deferral / active EE | $8,450 | $6,466+30.7% | $5,629+50.1% | $6,690+26.3% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |