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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 | $171,492+61.6% | $150,734+83.9% | $198,609+39.6% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 2.73% | 804.70%-802.0pp | 600.81%-598.1pp | 202.70%-200.0pp |
| Employer contribution / active EE | $1,885 | $5,470-65.5% | $4,918-61.7% | $5,055-62.7% |
| Participant deferral / active EE | $14,842 | $6,259+137.1% | $5,610+164.6% | $6,977+112.7% |
| Admin fee / account holder | $12 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |