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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 | $103,000+294.8% | $90,300+350.3% | $152,885+166.0% |
| Participation rate | 14.3% | 75.9%-61.6pp | 73.3%-59.0pp | 82.5%-68.2pp |
| Annual return | -8.81% | 95.19%-104.0pp | 78.11%-86.9pp | 345.39%-354.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $65 | $6,173-98.9% | $5,353-98.8% | $11,598-99.4% |