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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 | $960,656 | $156,398+514.2% | $147,318+552.1% | $138,895+591.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 8.33% | 78.75%-70.4pp | 70.43%-62.1pp | 145.39%-137.1pp |
| Employer contribution / active EE | $4,948 | $4,853+2.0% | $4,593+7.7% | $4,194+18.0% |
| Participant deferral / active EE | $19,136 | $8,237+132.3% | $7,906+142.0% | $6,396+199.2% |
| Admin fee / account holder | $40 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |