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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 | $410,336 | $211,224+94.3% | $178,505+129.9% | $145,897+181.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 0.59% | 30.28%-29.7pp | 27.16%-26.6pp | 552.29%-551.7pp |
| Employer contribution / active EE | $670 | $4,577-85.4% | $3,955-83.1% | $4,663-85.6% |
| Participant deferral / active EE | $15,250 | $6,966+118.9% | $6,280+142.8% | $6,689+128.0% |
| Admin fee / account holder | $10 | $12,109-99.9% | $10,428-99.9% | $13,390-99.9% |