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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 | $596,540 | $48,053+1141.4% | $84,623+604.9% | $72,983+717.4% |
| Participation rate | 3.3% | 57.6%-54.2pp | 68.2%-64.9pp | 69.5%-66.2pp |
| Annual return | -40.41% | 37.39%-77.8pp | 258.77%-299.2pp | 81.01%-121.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,899-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,913-100.0% | $5,124-100.0% |