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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 | $1,073,701 | $124,175+764.7% | $108,405+890.4% | $167,536+540.9% |
| Participation rate | 14.3% | 82.3%-68.0pp | 80.1%-65.9pp | 82.1%-67.8pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |