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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 | $1,865,319 | $115,917+1509.2% | $100,535+1755.4% | $158,982+1073.3% |
| Participation rate | 4.5% | 81.6%-77.1pp | 79.4%-74.9pp | 82.0%-77.4pp |
| Annual return | 3.59% | 34.80%-31.2pp | 30.90%-27.3pp | 302.99%-299.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $249 | $11,002-97.7% | $8,085-96.9% | $11,252-97.8% |