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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 | $290,144 | $101,618+185.5% | $93,063+211.8% | $137,256+111.4% |
| Participation rate | 57.1% | 74.9%-17.8pp | 72.1%-15.0pp | 80.0%-22.8pp |
| Annual return | -12.85% | 223.95%-236.8pp | 34.15%-47.0pp | 220.34%-233.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |