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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 | $1,291,656 | $100,911+1180.0% | $90,440+1328.2% | $158,966+712.5% |
| Participation rate | 6.7% | 75.0%-68.4pp | 72.7%-66.0pp | 82.0%-75.3pp |
| Annual return | 5.11% | 1726.62%-1721.5pp | 1294.38%-1289.3pp | 302.95%-297.8pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |