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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 | $281,392 | $147,727+90.5% | $115,756+143.1% | $134,532+109.2% |
| Participation rate | 40.0% | 80.4%-40.4pp | 77.1%-37.1pp | 81.2%-41.2pp |
| Annual return | -26.38% | 73.96%-100.3pp | 143.14%-169.5pp | 418.27%-444.6pp |
| Employer contribution / active EE | $16,200 | $4,713+243.7% | $3,793+327.1% | $4,741+241.7% |
| Participant deferral / active EE | $8,200 | $7,563+8.4% | $6,254+31.1% | $6,401+28.1% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,429-100.0% |