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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 | $294,763 | $213,785+37.9% | $185,441+59.0% | $155,188+89.9% |
| Participation rate | 11.1% | 83.2%-72.1pp | 80.3%-69.2pp | 80.8%-69.7pp |
| Annual return | -18.08% | 19.97%-38.0pp | 20.16%-38.2pp | 148.84%-166.9pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |