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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 | $282,437 | $127,100+122.2% | $105,738+167.1% | $135,382+108.6% |
| Participation rate | 25.0% | 82.7%-57.7pp | 76.3%-51.3pp | 82.6%-57.6pp |
| Annual return | -8.48% | 4.49%-13.0pp | 6.27%-14.8pp | 519.77%-528.3pp |
| Employer contribution / active EE | $2,861 | $4,107-30.3% | $3,268-12.5% | $4,779-40.1% |
| Participant deferral / active EE | $6,125 | $5,064+20.9% | $4,080+50.1% | $5,609+9.2% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,829-100.0% |