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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 | $3,000,993 | $77,449+3774.8% | $69,483+4219.0% | $152,909+1862.6% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.6%-34.6pp | 82.5%-42.5pp |
| Annual return | -0.00% | 39.09%-39.1pp | 28.99%-29.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $45 | $6,210-99.3% | $3,841-98.8% | $11,601-99.6% |