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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 | $580,973 | $162,136+258.3% | $152,301+281.5% | $154,746+275.4% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 7.47% | 91.02%-83.6pp | 80.50%-73.0pp | 172.34%-164.9pp |
| Employer contribution / active EE | $15,500 | $4,890+217.0% | $4,624+235.2% | $4,379+254.0% |
| Participant deferral / active EE | $10,333 | $8,341+23.9% | $8,004+29.1% | $6,730+53.5% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |