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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 | $600,050 | $87,166+588.4% | $76,735+682.0% | $137,256+337.2% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.5%-52.8pp | 80.0%-63.3pp |
| Annual return | 3.90% | 26.50%-22.6pp | 29.77%-25.9pp | 220.34%-216.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |