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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 | $542,166 | $51,638+949.9% | $68,368+693.0% | $82,448+557.6% |
| Participation rate | 4.3% | 63.6%-59.4pp | 73.8%-69.5pp | 68.1%-63.8pp |
| Annual return | 12.95% | 37.53%-24.6pp | 292.57%-279.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |