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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 | $1,347,289 | $57,305+2251.1% | $86,640+1455.0% | $75,173+1692.3% |
| Participation rate | 3.3% | 63.2%-59.9pp | 71.7%-68.4pp | 67.2%-63.9pp |
| Annual return | 10.31% | 2674.24%-2663.9pp | 592.52%-582.2pp | 160.72%-150.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |