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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 | $2,370,502 | $183,516+1191.7% | $155,534+1424.1% | $145,884+1524.9% |
| Participation rate | 5.3% | 82.7%-77.4pp | 78.2%-73.0pp | 80.3%-75.0pp |
| Annual return | -17.83% | 61.43%-79.3pp | 64.92%-82.7pp | 551.85%-569.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |