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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 | $644,958 | $185,312+248.0% | $161,489+299.4% | $154,746+316.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 3.06% | 103.84%-100.8pp | 89.72%-86.7pp | 172.34%-169.3pp |
| Employer contribution / active EE | $1,078 | $4,769-77.4% | $4,268-74.7% | $4,379-75.4% |
| Participant deferral / active EE | $5,197 | $6,350-18.2% | $5,630-7.7% | $6,730-22.8% |
| Admin fee / account holder | $203 | $18,654-98.9% | $16,006-98.7% | $14,365-98.6% |