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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 | $826,709 | $172,111+380.3% | $150,298+450.0% | $137,256+502.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 4.23% | 69.37%-65.1pp | 62.79%-58.6pp | 220.34%-216.1pp |
| Employer contribution / active EE | $8,295 | $4,636+78.9% | $4,154+99.7% | $4,156+99.6% |
| Participant deferral / active EE | $20,667 | $6,166+235.2% | $5,453+279.0% | $6,407+222.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |