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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 | $299,507 | $201,344+48.8% | $184,243+62.6% | $145,877+105.3% |
| Participation rate | 41.7% | 87.5%-45.8pp | 86.8%-45.2pp | 80.3%-38.6pp |
| Annual return | 7.85% | 29.01%-21.2pp | 28.82%-21.0pp | 551.28%-543.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |