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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 | $739,615 | $182,442+305.4% | $163,379+352.7% | $138,895+432.5% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.8%-56.8pp | 79.9%-59.9pp |
| Annual return | 8.04% | 72.74%-64.7pp | 63.41%-55.4pp | 145.39%-137.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $45 | $10,396-99.6% | $9,818-99.5% | $12,562-99.6% |