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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 | $926,785 | $107,421+762.8% | $182,262+408.5% | $94,015+885.8% |
| Participation rate | 6.3% | 77.8%-71.5pp | 84.2%-78.0pp | 70.8%-64.6pp |
| Annual return | 8.33% | 21.32%-13.0pp | 140.60%-132.3pp | 17.84%-9.5pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $8,692-100.0% | $16,712-100.0% | $8,951-100.0% |