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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 | $537,591 | $150,412+257.4% | $120,574+345.9% | $145,884+268.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 5.01% | 154.50%-149.5pp | 107.42%-102.4pp | 551.85%-546.8pp |
| Employer contribution / active EE | $23,000 | $4,355+428.2% | $3,471+562.7% | $4,662+393.3% |
| Participant deferral / active EE | $15,250 | $6,175+147.0% | $4,996+205.3% | $6,690+128.0% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |