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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 | $154,228+252.6% | $145,433+273.9% | $137,256+296.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 8.59% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $14,483 | $4,804+201.5% | $4,554+218.0% | $4,156+248.5% |
| Participant deferral / active EE | $18,167 | $8,216+121.1% | $7,897+130.0% | $6,407+183.6% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |