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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 | $406,603 | $103,008+294.7% | $90,304+350.3% | $152,897+165.9% |
| Participation rate | 14.3% | 75.9%-61.6pp | 73.3%-59.0pp | 82.5%-68.2pp |
| Annual return | -8.81% | 95.22%-104.0pp | 78.13%-86.9pp | 345.43%-354.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $65 | $6,175-98.9% | $5,354-98.8% | $11,599-99.4% |