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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 | $2,171,006 | $39,028+5462.7% | $80,741+2588.9% | $85,847+2428.9% |
| Participation rate | 4.0% | 41.6%-37.6pp | 54.2%-50.2pp | 69.3%-65.3pp |
| Annual return | -1.01% | 26.31%-27.3pp | 87.30%-88.3pp | 318.61%-319.6pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |