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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 | $883,438 | $142,392+520.4% | $119,622+638.5% | $134,532+556.7% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -20.93% | -12.46%-8.5pp | -14.98%-5.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,608 | $5,224-69.2% | $4,232-62.0% | $4,741-66.1% |
| Participant deferral / active EE | $18,000 | $6,467+178.3% | $5,601+221.4% | $6,401+181.2% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |