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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 | $172,111+274.7% | $150,298+329.1% | $137,256+369.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 3.06% | 69.37%-66.3pp | 62.79%-59.7pp | 220.34%-217.3pp |
| Employer contribution / active EE | $1,078 | $4,636-76.7% | $4,154-74.0% | $4,156-74.1% |
| Participant deferral / active EE | $5,197 | $6,166-15.7% | $5,453-4.7% | $6,407-18.9% |
| Admin fee / account holder | $203 | $16,471-98.8% | $14,116-98.6% | $12,270-98.3% |