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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 | $305,452 | $211,224+44.6% | $178,505+71.1% | $145,897+109.4% |
| Participation rate | 14.3% | 80.8%-66.5pp | 77.1%-62.8pp | 80.3%-66.0pp |
| Annual return | -6.02% | 30.28%-36.3pp | 27.16%-33.2pp | 552.29%-558.3pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |