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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 | $1,604,050 | $82,674+1840.2% | $125,363+1179.5% | $68,495+2241.8% |
| Participation rate | 6.7% | 75.0%-68.4pp | 82.4%-75.7pp | 67.9%-61.2pp |
| Annual return | -22.41% | -5.97%-16.4pp | 572.15%-594.6pp | -7.84%-14.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |