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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 | $691,118 | $77,920+787.0% | $149,723+361.6% | $75,177+819.3% |
| Participation rate | 17.9% | 65.6%-47.7pp | 78.8%-60.9pp | 67.2%-49.3pp |
| Annual return | 6.91% | 31.72%-24.8pp | 134.50%-127.6pp | 160.75%-153.8pp |
| Employer contribution / active EE | $1,207 | $3,138-61.5% | $4,821-75.0% | $2,671-54.8% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |