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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 | $690,123 | $103,164+569.0% | $90,259+664.6% | $154,746+346.0% |
| Participation rate | 14.3% | 76.1%-61.8pp | 70.7%-56.5pp | 80.7%-66.4pp |
| Annual return | 0.02% | 19.25%-19.2pp | 18.88%-18.9pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |