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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 | $315,632 | $102,638+207.5% | $81,991+285.0% | $158,966+98.6% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.3%-29.3pp | 82.0%-42.0pp |
| Annual return | -87.01% | 61.05%-148.1pp | 41.31%-128.3pp | 302.95%-390.0pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |