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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 | $1,056,280 | $95,188+1009.7% | $76,518+1280.4% | $135,379+680.2% |
| Participation rate | 5.9% | 74.4%-68.5pp | 68.0%-62.1pp | 82.6%-76.8pp |
| Annual return | -29.92% | 4.85%-34.8pp | -0.27%-29.6pp | 519.79%-549.7pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |