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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 | $268,015 | $160,040+67.5% | $147,096+82.2% | $145,877+83.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 8.33% | 98.49%-90.2pp | 419.75%-411.4pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,049 | $5,289-80.2% | $4,936-78.8% | $4,663-77.5% |
| Participant deferral / active EE | $4,615 | $8,429-45.2% | $8,071-42.8% | $6,691-31.0% |
| Admin fee / account holder | $62 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |