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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 | $14,434,614 | $178,174+8001.4% | $156,181+9142.2% | $137,256+10416.6% |
| Participation rate | 16.7% | 82.0%-65.4pp | 78.8%-62.2pp | 80.0%-63.3pp |
| Annual return | 8.07% | 84.19%-76.1pp | 64.87%-56.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |