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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 | $277,194 | $129,737+113.7% | $119,126+132.7% | $154,746+79.1% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 2.73% | 379.08%-376.4pp | 282.11%-279.4pp | 172.34%-169.6pp |
| Employer contribution / active EE | $1,885 | $4,375-56.9% | $4,034-53.3% | $4,379-57.0% |
| Participant deferral / active EE | $14,842 | $5,842+154.1% | $5,318+179.1% | $6,730+120.5% |
| Admin fee / account holder | $12 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |