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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 | $477,128 | $156,927+204.0% | $121,169+293.8% | $139,456+242.1% |
| Participation rate | 12.5% | 76.4%-63.9pp | 69.5%-57.0pp | 80.3%-67.8pp |
| Annual return | -28.87% | 1475.85%-1504.7pp | 986.71%-1015.6pp | 373.45%-402.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |