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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 | $306,295 | $167,362+83.0% | $143,799+113.0% | $134,532+127.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -23.39% | 0.47%-23.9pp | -0.04%-23.3pp | 418.27%-441.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $22,000 | $6,447+241.2% | $5,638+290.2% | $6,401+243.7% |
| Admin fee / account holder | $6 | $18,094-100.0% | $14,677-100.0% | $11,429-99.9% |