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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 | $326,024 | $184,014+77.2% | $161,149+102.3% | $138,895+134.7% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.8%-53.8pp | 79.9%-54.9pp |
| Annual return | 2.58% | 21.52%-18.9pp | 21.16%-18.6pp | 145.39%-142.8pp |
| Employer contribution / active EE | $1,500 | $5,055-70.3% | $4,360-65.6% | $4,194-64.2% |
| Participant deferral / active EE | $5,875 | $6,909-15.0% | $6,153-4.5% | $6,396-8.1% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |