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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 | $814,659 | $98,766+724.8% | $149,730+444.1% | $79,852+920.2% |
| Participation rate | 11.1% | 75.8%-64.7pp | 82.5%-71.4pp | 69.6%-58.5pp |
| Annual return | 2.41% | 27.43%-25.0pp | 276.70%-274.3pp | 31.72%-29.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |