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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 | $1,027,415 | $106,974+860.4% | $90,796+1031.6% | $138,895+639.7% |
| Participation rate | 20.0% | 74.9%-54.9pp | 69.5%-49.5pp | 79.9%-59.9pp |
| Annual return | 9.37% | 20.10%-10.7pp | 19.29%-9.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |