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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 | $1,946,715 | $60,261+3130.5% | $81,783+2280.3% | $74,546+2511.4% |
| Participation rate | 0.6% | 62.9%-62.3pp | 72.4%-71.8pp | 67.2%-66.6pp |
| Annual return | 6.18% | 16.88%-10.7pp | 775.05%-768.9pp | 1366.03%-1359.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,482-100.0% | $7,380-100.0% | $1,944-100.0% |