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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 | $155,555+517.6% | $146,866+554.1% | $155,188+519.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 8.33% | 115.41%-107.1pp | 102.85%-94.5pp | 148.84%-140.5pp |
| Employer contribution / active EE | $4,948 | $4,647+6.5% | $4,425+11.8% | $4,248+16.5% |
| Participant deferral / active EE | $19,136 | $8,044+137.9% | $7,759+146.6% | $6,531+193.0% |
| Admin fee / account holder | $40 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |