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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 | $272,778 | $152,587+78.8% | $125,175+117.9% | $152,870+78.4% |
| Participation rate | 30.0% | 83.3%-53.3pp | 79.8%-49.8pp | 82.4%-52.4pp |
| Annual return | 7.50% | 54.84%-47.3pp | 43.79%-36.3pp | 345.34%-337.8pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,597-100.0% |