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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 | $1,027,849 | $148,629+591.6% | $135,982+655.9% | $139,487+636.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 9.59% | 79.33%-69.7pp | 68.32%-58.7pp | 373.84%-364.3pp |
| Employer contribution / active EE | $9,167 | $5,247+74.7% | $4,859+88.7% | $4,755+92.8% |
| Participant deferral / active EE | $27,500 | $8,102+239.4% | $7,760+254.4% | $6,713+309.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |