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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 | $519,853 | $107,941+381.6% | $91,994+465.1% | $152,909+240.0% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 2.59% | 89.28%-86.7pp | 69.04%-66.4pp | 345.46%-342.9pp |
| Employer contribution / active EE | $29,310 | $4,212+595.9% | $3,453+748.9% | $4,764+515.3% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |