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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 | $287,730 | $174,379+65.0% | $152,093+89.2% | $138,895+107.2% |
| Participation rate | 7.7% | 81.6%-73.9pp | 77.8%-70.1pp | 79.9%-72.2pp |
| Annual return | 5.50% | 74.86%-69.4pp | 66.36%-60.9pp | 145.39%-139.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |