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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 | $800,097 | $162,136+393.5% | $152,301+425.3% | $154,746+417.0% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 7.96% | 91.02%-83.1pp | 80.50%-72.5pp | 172.34%-164.4pp |
| Employer contribution / active EE | $1,708 | $4,890-65.1% | $4,624-63.1% | $4,379-61.0% |
| Participant deferral / active EE | $7,750 | $8,341-7.1% | $8,004-3.2% | $6,730+15.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |