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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 | $2,068,935 | $64,462+3109.5% | $81,482+2439.1% | $80,911+2457.1% |
| Participation rate | 2.0% | 63.9%-61.9pp | 69.5%-67.5pp | 67.6%-65.7pp |
| Annual return | -23.82% | 16.35%-40.2pp | 24.79%-48.6pp | 35.63%-59.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,885-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,678-100.0% | $5,761-100.0% | $6,935-100.0% |