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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 | $446,000 | $103,392+331.4% | $87,104+412.0% | $152,897+191.7% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.9%-56.9pp | 82.5%-62.5pp |
| Annual return | -6.17% | 28.10%-34.3pp | 28.19%-34.4pp | 345.43%-351.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |