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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 | $526,031 | $108,942+382.9% | $100,415+423.9% | $145,897+260.5% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 9.26% | 58.27%-49.0pp | 49.47%-40.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,778 | $4,422-37.2% | $3,943-29.5% | $4,663-40.4% |
| Participant deferral / active EE | $11,369 | $8,461+34.4% | $8,091+40.5% | $6,689+70.0% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |