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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 | $480,347 | $104,907+357.9% | $84,610+467.7% | $152,870+214.2% |
| Participation rate | 8.3% | 74.8%-66.5pp | 68.2%-59.9pp | 82.4%-74.1pp |
| Annual return | -7.16% | 373.79%-380.9pp | 258.74%-265.9pp | 345.34%-352.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,597-100.0% |