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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 | $3,045,781 | $162,136+1778.5% | $152,301+1899.8% | $154,746+1868.3% |
| Participation rate | 11.1% | 84.1%-73.0pp | 82.4%-71.3pp | 80.7%-69.6pp |
| Annual return | 3.33% | 91.02%-87.7pp | 80.50%-77.2pp | 172.34%-169.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |