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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 | $358,640 | $162,136+121.2% | $152,301+135.5% | $154,746+131.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 9.01% | 91.02%-82.0pp | 80.50%-71.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $23,250 | $4,890+375.4% | $4,624+402.8% | $4,379+430.9% |
| Participant deferral / active EE | $11,750 | $8,341+40.9% | $8,004+46.8% | $6,730+74.6% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |