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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 | $317,000 | $57,119+455.0% | $85,187+272.1% | $80,935+291.7% |
| Participation rate | 2.8% | 56.4%-53.6pp | 67.5%-64.7pp | 67.7%-64.9pp |
| Annual return | 2.26% | 21.70%-19.4pp | 66.67%-64.4pp | 35.66%-33.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |