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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 | $721,282 | $48,314+1392.9% | $67,561+967.6% | $80,925+791.3% |
| Participation rate | 17.6% | 66.4%-48.8pp | 72.9%-55.3pp | 67.7%-50.0pp |
| Annual return | 11.06% | 18.28%-7.2pp | 3525.44%-3514.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $774 | $2,022-61.7% | $2,735-71.7% | $2,756-71.9% |
| Participant deferral / active EE | $1,609 | $2,927-45.0% | $4,003-59.8% | $4,299-62.6% |
| Admin fee / account holder | $23 | $3,690-99.4% | $4,006-99.4% | $6,940-99.7% |