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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 | $1,579,926 | $202,342+680.8% | $172,752+814.6% | $152,897+933.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 0.39% | 1029.83%-1029.4pp | 802.97%-802.6pp | 345.43%-345.0pp |
| Employer contribution / active EE | $4,356 | $5,858-25.6% | $5,144-15.3% | $4,764-8.6% |
| Participant deferral / active EE | $12,500 | $5,948+110.1% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $61 | $17,111-99.6% | $13,955-99.6% | $11,599-99.5% |