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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 | $319,823 | $48,078+565.2% | $78,676+306.5% | $62,881+408.6% |
| Participation rate | 3.8% | 65.2%-61.4pp | 73.6%-69.7pp | 69.3%-65.5pp |
| Annual return | -27.73% | 31.36%-59.1pp | 62.19%-89.9pp | 20.14%-47.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |