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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 | $1,091,792 | $124,314+778.3% | $109,163+900.1% | $167,518+551.7% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 6.50% | 26.04%-19.5pp | 25.75%-19.3pp | 478.71%-472.2pp |
| Employer contribution / active EE | $1,904 | $4,209-54.8% | $3,723-48.9% | $4,838-60.6% |
| Participant deferral / active EE | $17,333 | $5,256+229.8% | $4,654+272.5% | $6,342+173.3% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |