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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 | $392,389 | $107,368+265.5% | $92,915+322.3% | $152,909+156.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 5.08% | 145.64%-140.6pp | 109.45%-104.4pp | 345.46%-340.4pp |
| Employer contribution / active EE | $966 | $4,222-77.1% | $3,653-73.6% | $4,764-79.7% |
| Participant deferral / active EE | $6,128 | $4,848+26.4% | $4,238+44.6% | $5,851+4.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |