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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 | $364,517 | $103,949+250.7% | $69,182+426.9% | $273,972+33.0% |
| Participation rate | 33.3% | 67.4%-34.0pp | 55.1%-21.8pp | 83.0%-49.7pp |
| Annual return | -1.44% | 35.28%-36.7pp | -21.93%+20.5pp | 41.46%-42.9pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |