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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 | $1,189,250 | $70,366+1590.1% | $66,674+1683.7% | $138,895+756.2% |
| Participation rate | 4.3% | 76.2%-71.8pp | 73.7%-69.3pp | 79.9%-75.6pp |
| Annual return | 3.70% | 386.41%-382.7pp | 321.24%-317.5pp | 145.39%-141.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |