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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 | $543,832 | $156,398+247.7% | $147,318+269.2% | $138,895+291.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 8.59% | 78.75%-70.2pp | 70.43%-61.8pp | 145.39%-136.8pp |
| Employer contribution / active EE | $14,483 | $4,853+198.4% | $4,593+215.3% | $4,194+245.3% |
| Participant deferral / active EE | $18,167 | $8,237+120.5% | $7,906+129.8% | $6,396+184.0% |
| Admin fee / account holder | $20 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |