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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 | $1,139,014 | $174,379+553.2% | $152,093+648.9% | $138,895+720.1% |
| Participation rate | 6.3% | 81.6%-75.4pp | 77.8%-71.5pp | 79.9%-73.7pp |
| Annual return | 8.80% | 74.86%-66.1pp | 66.36%-57.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |