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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 | $300,368 | $160,059+87.7% | $140,019+114.5% | $135,380+121.9% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -11.28% | 911.48%-922.8pp | 651.17%-662.4pp | 519.81%-531.1pp |
| Employer contribution / active EE | $8,583 | $6,420+33.7% | $5,605+53.1% | $4,779+79.6% |
| Participant deferral / active EE | $6,167 | $7,641-19.3% | $6,927-11.0% | $5,609+9.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |