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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 | $185,312+514.6% | $161,489+605.3% | $154,746+636.1% |
| Participation rate | 6.3% | 82.5%-76.2pp | 78.7%-72.4pp | 80.7%-74.5pp |
| Annual return | 8.80% | 103.84%-95.0pp | 89.72%-80.9pp | 172.34%-163.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |