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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 | $1,065,509 | $176,786+502.7% | $146,643+626.6% | $167,536+536.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 3.82% | 24.04%-20.2pp | 22.75%-18.9pp | 478.82%-475.0pp |
| Employer contribution / active EE | $20,920 | $5,161+305.3% | $4,137+405.7% | $4,839+332.3% |
| Participant deferral / active EE | $12,318 | $6,440+91.3% | $5,506+123.7% | $6,342+94.2% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |