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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 | $160,070+130.0% | $147,117+150.3% | $145,897+152.4% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | -12.08% | 98.69%-110.8pp | 420.54%-432.6pp | 552.29%-564.4pp |
| Employer contribution / active EE | $3,281 | $5,285-37.9% | $4,932-33.5% | $4,663-29.6% |
| Participant deferral / active EE | $6,067 | $8,419-27.9% | $8,065-24.8% | $6,689-9.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |