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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 | $250,741 | $102,385+144.9% | $147,080+70.5% | $80,935+209.8% |
| Participation rate | 8.0% | 75.9%-67.9pp | 82.2%-74.2pp | 67.7%-59.7pp |
| Annual return | 3.90% | 135.09%-131.2pp | 420.17%-416.3pp | 35.66%-31.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |