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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 | $482,606 | $111,878+331.4% | $93,727+414.9% | $145,897+230.8% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.0pp | 80.3%-63.6pp |
| Annual return | -1.54% | 204.28%-205.8pp | 133.83%-135.4pp | 552.29%-553.8pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |