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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 | $750,000 | $91,179+722.6% | $178,499+320.2% | $79,852+839.2% |
| Participation rate | 1.6% | 69.2%-67.6pp | 81.9%-80.4pp | 69.6%-68.1pp |
| Annual return | -40.00% | 24.19%-64.2pp | 151.10%-191.1pp | 31.72%-71.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |