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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 | $304,381 | $95,975+217.1% | $74,552+308.3% | $135,382+124.8% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -9.21% | 56.96%-66.2pp | 32.53%-41.7pp | 519.77%-529.0pp |
| Employer contribution / active EE | $2,108 | $2,716-22.4% | $1,961+7.5% | $4,779-55.9% |
| Participant deferral / active EE | $12,967 | $3,844+237.4% | $3,108+317.2% | $5,609+131.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |