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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 | $429,404 | $111,535+285.0% | $105,223+308.1% | $137,256+212.8% |
| Participation rate | 11.8% | 78.1%-66.3pp | 75.0%-63.3pp | 80.0%-68.2pp |
| Annual return | 2.94% | 237.85%-234.9pp | 180.65%-177.7pp | 220.34%-217.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |