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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 | $7,779,741 | $154,228+4944.3% | $145,433+5249.4% | $137,256+5568.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | -0.37% | 74.59%-75.0pp | 66.58%-66.9pp | 220.34%-220.7pp |
| Employer contribution / active EE | $31,000 | $4,804+545.3% | $4,554+580.6% | $4,156+645.9% |
| Participant deferral / active EE | $20,667 | $8,216+151.5% | $7,897+161.7% | $6,407+222.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |