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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 | $60,504+3117.5% | $81,882+2277.5% | $74,478+2513.8% |
| Participation rate | 0.6% | 62.9%-62.3pp | 72.4%-71.8pp | 67.2%-66.6pp |
| Annual return | 6.18% | 16.91%-10.7pp | 779.47%-773.3pp | 1370.56%-1364.4pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,492-100.0% | $7,360-100.0% | $1,946-100.0% |