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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 | $275,000 | $202,342+35.9% | $172,753+59.2% | $152,909+79.8% |
| Participation rate | 11.1% | 87.1%-75.9pp | 82.6%-71.5pp | 82.5%-71.3pp |
| Annual return | -1.79% | 1029.88%-1031.7pp | 803.00%-804.8pp | 345.46%-347.3pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |