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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 | $373,255 | $183,988+102.9% | $162,177+130.2% | $152,897+144.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 1.54% | 150.79%-149.2pp | 115.60%-114.1pp | 345.43%-343.9pp |
| Employer contribution / active EE | $13,905 | $6,370+118.3% | $5,613+147.7% | $4,764+191.9% |
| Participant deferral / active EE | $9,500 | $8,032+18.3% | $7,297+30.2% | $5,851+62.4% |
| Admin fee / account holder | $1 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |