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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 | $1,191,364 | $181,062+558.0% | $158,223+653.0% | $155,188+667.7% |
| Participation rate | 6.7% | 82.7%-76.0pp | 79.2%-72.5pp | 80.8%-74.1pp |
| Annual return | 4.89% | 57.39%-52.5pp | 52.09%-47.2pp | 148.84%-143.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |