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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 | $293,681 | $70,121+318.8% | $63,803+360.3% | $138,895+111.4% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | -11.10% | 946.48%-957.6pp | 543.72%-554.8pp | 145.39%-156.5pp |
| Employer contribution / active EE | $808 | $2,882-72.0% | $2,532-68.1% | $4,194-80.7% |
| Participant deferral / active EE | $1,010 | $4,535-77.7% | $3,843-73.7% | $6,396-84.2% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |