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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 | $580,976 | $91,167+537.3% | $178,498+225.5% | $79,858+627.5% |
| Participation rate | 7.1% | 69.2%-62.1pp | 81.9%-74.8pp | 69.6%-62.5pp |
| Annual return | -1.63% | 24.19%-25.8pp | 151.09%-152.7pp | 31.72%-33.3pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,747-100.0% | $13,985-100.0% | $5,306-100.0% |