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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 | $419,273 | $181,896+130.5% | $156,551+167.8% | $273,972+53.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 2.86% | 30.74%-27.9pp | 32.23%-29.4pp | 41.46%-38.6pp |
| Employer contribution / active EE | $6,600 | $6,248+5.6% | $5,501+20.0% | $4,869+35.6% |
| Participant deferral / active EE | $24,000 | $5,550+332.4% | $4,871+392.7% | $5,287+353.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |