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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 | $289,939 | $91,037+218.5% | $71,671+304.5% | $147,586+96.5% |
| Participation rate | 20.0% | 76.1%-56.1pp | 68.7%-48.7pp | 82.8%-62.8pp |
| Annual return | 6.98% | 20.48%-13.5pp | 20.65%-13.7pp | 578.59%-571.6pp |
| Employer contribution / active EE | $547 | $3,327-83.6% | $2,460-77.8% | $4,876-88.8% |
| Participant deferral / active EE | $1,200 | $4,498-73.3% | $3,438-65.1% | $5,439-77.9% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |