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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 | $1,001,098 | $119,143+740.2% | $88,632+1029.5% | $152,909+554.7% |
| Participation rate | 15.4% | 73.4%-58.0pp | 68.8%-53.4pp | 82.5%-67.1pp |
| Annual return | 1.07% | 48.12%-47.1pp | 43.75%-42.7pp | 345.46%-344.4pp |
| Employer contribution / active EE | $0 | $2,675-100.0% | $2,101-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $5,875-100.0% | $4,308-100.0% | $11,601-100.0% |