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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 | $294,844 | $227,399+29.7% | $189,758+55.4% | $198,609+48.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | -9.17% | 61.03%-70.2pp | 52.62%-61.8pp | 202.70%-211.9pp |
| Employer contribution / active EE | $4,833 | $5,526-12.5% | $4,767+1.4% | $5,055-4.4% |
| Participant deferral / active EE | $5,167 | $6,837-24.4% | $5,856-11.8% | $6,977-25.9% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |