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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 | $1,364,471 | $58,927+2215.5% | $76,823+1676.1% | $72,983+1769.6% |
| Participation rate | 3.1% | 67.3%-64.2pp | 72.1%-69.0pp | 69.5%-66.4pp |
| Annual return | -2.19% | 2305.64%-2307.8pp | 1166.42%-1168.6pp | 81.01%-83.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,422-100.0% | $5,124-100.0% |