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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 | $343,619 | $114,130+201.1% | $96,192+257.2% | $167,553+105.1% |
| Participation rate | 9.1% | 75.1%-66.0pp | 68.4%-59.4pp | 82.1%-73.0pp |
| Annual return | -16.36% | 190.07%-206.4pp | 192.09%-208.4pp | 478.89%-495.2pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |