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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 | $1,245,351 | $202,345+515.5% | $172,755+620.9% | $152,885+714.6% |
| Participation rate | 4.2% | 87.1%-82.9pp | 82.6%-78.5pp | 82.5%-78.3pp |
| Annual return | -4.66% | 1029.77%-1034.4pp | 802.94%-807.6pp | 345.39%-350.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |