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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 | $311,544 | $209,425+48.8% | $178,499+74.5% | $158,966+96.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | -23.34% | 188.80%-212.1pp | 151.10%-174.4pp | 302.95%-326.3pp |
| Employer contribution / active EE | $12,326 | $5,707+116.0% | $5,011+146.0% | $4,762+158.8% |
| Participant deferral / active EE | $7,502 | $5,955+26.0% | $5,202+44.2% | $5,983+25.4% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |