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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 | $1,461,997 | $106,918+1267.4% | $84,021+1640.0% | $152,897+856.2% |
| Participation rate | 12.5% | 75.2%-62.7pp | 69.0%-56.5pp | 82.5%-70.0pp |
| Annual return | -35.75% | 105.01%-140.8pp | 71.32%-107.1pp | 345.43%-381.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |