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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 | $461,500 | $70,366+555.9% | $66,674+592.2% | $138,895+232.3% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | -7.51% | 386.41%-393.9pp | 321.24%-328.8pp | 145.39%-152.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |