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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 | $3,036,274 | $183,539+1554.3% | $155,556+1851.9% | $145,897+1981.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 5.64% | 61.31%-55.7pp | 64.84%-59.2pp | 552.29%-546.6pp |
| Employer contribution / active EE | $19,278 | $5,315+262.7% | $4,675+312.3% | $4,663+313.5% |
| Participant deferral / active EE | $20,333 | $6,467+214.4% | $5,631+261.1% | $6,689+204.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |