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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 | $174,379+69.1% | $152,093+93.9% | $138,895+112.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | -9.17% | 74.86%-84.0pp | 66.36%-75.5pp | 145.39%-154.6pp |
| Employer contribution / active EE | $4,833 | $4,652+3.9% | $4,175+15.8% | $4,194+15.2% |
| Participant deferral / active EE | $5,167 | $6,159-16.1% | $5,451-5.2% | $6,396-19.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |