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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 | $368,206 | $160,040+130.1% | $147,096+150.3% | $145,877+152.4% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | -12.08% | 98.49%-110.6pp | 419.75%-431.8pp | 551.28%-563.4pp |
| Employer contribution / active EE | $3,281 | $5,289-38.0% | $4,936-33.5% | $4,663-29.6% |
| Participant deferral / active EE | $6,067 | $8,429-28.0% | $8,071-24.8% | $6,691-9.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |