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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 | $287,417 | $118,877+141.8% | $96,570+197.6% | $167,536+71.6% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 7.95% | 50.50%-42.6pp | 37.79%-29.8pp | 478.82%-470.9pp |
| Employer contribution / active EE | $4,750 | $3,121+52.2% | $2,357+101.5% | $4,839-1.8% |
| Participant deferral / active EE | $13,000 | $4,617+181.6% | $3,849+237.7% | $6,342+105.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |