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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 | $401,363 | $116,360+244.9% | $65,566+512.1% | $139,466+187.8% |
| Participation rate | 50.0% | 67.8%-17.8pp | 64.9%-14.9pp | 80.3%-30.3pp |
| Annual return | 4.57% | 31.23%-26.7pp | 47.40%-42.8pp | 373.66%-369.1pp |
| Employer contribution / active EE | $1,646 | $2,600-36.7% | $1,692-2.7% | $4,754-65.4% |
| Participant deferral / active EE | $15,000 | $4,242+253.6% | $2,832+429.7% | $6,712+123.5% |
| Admin fee / account holder | $0 | $6,701-100.0% | $4,114-100.0% | $11,409-100.0% |