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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 | $1,895,006 | $166,131+1040.7% | $164,975+1048.7% | $145,877+1199.0% |
| Participation rate | 5.6% | 82.0%-76.5pp | 78.6%-73.1pp | 80.3%-74.7pp |
| Annual return | 5.56% | 100.37%-94.8pp | 70.12%-64.6pp | 551.28%-545.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |