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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 | $475,513 | $124,330+282.5% | $109,173+335.6% | $167,536+183.8% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 6.32% | 26.04%-19.7pp | 25.75%-19.4pp | 478.82%-472.5pp |
| Employer contribution / active EE | $1,452 | $4,209-65.5% | $3,723-61.0% | $4,839-70.0% |
| Participant deferral / active EE | $8,004 | $5,256+52.3% | $4,654+72.0% | $6,342+26.2% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |