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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 | $155,555+273.5% | $146,866+295.6% | $155,188+274.4% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 7.47% | 115.41%-107.9pp | 102.85%-95.4pp | 148.84%-141.4pp |
| Employer contribution / active EE | $15,500 | $4,647+233.6% | $4,425+250.3% | $4,248+264.9% |
| Participant deferral / active EE | $10,333 | $8,044+28.5% | $7,759+33.2% | $6,531+58.2% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |