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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 | $766,322 | $211,239+262.8% | $178,528+329.2% | $145,877+425.3% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 6.83% | 30.22%-23.4pp | 27.11%-20.3pp | 551.28%-544.5pp |
| Employer contribution / active EE | $13,500 | $4,570+195.4% | $3,950+241.7% | $4,663+189.5% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $95 | $12,095-99.2% | $10,419-99.1% | $13,402-99.3% |