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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 | $432,126 | $202,342+113.6% | $172,752+150.1% | $152,897+182.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | -4.65% | 1029.83%-1034.5pp | 802.97%-807.6pp | 345.43%-350.1pp |
| Employer contribution / active EE | $1,922 | $5,858-67.2% | $5,144-62.6% | $4,764-59.7% |
| Participant deferral / active EE | $2,706 | $5,948-54.5% | $5,198-47.9% | $5,851-53.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |