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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 | $398,000 | $108,685+266.2% | $74,719+432.7% | $152,885+160.3% |
| Participation rate | 16.7% | 65.3%-48.7pp | 54.5%-37.8pp | 82.5%-65.8pp |
| Annual return | -0.50% | 114.09%-114.6pp | 753.05%-753.6pp | 345.39%-345.9pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |