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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 | $467,879 | $107,809+334.0% | $97,032+382.2% | $155,188+201.5% |
| Participation rate | 11.1% | 75.5%-64.4pp | 71.6%-60.5pp | 80.8%-69.7pp |
| Annual return | -5.57% | 38.06%-43.6pp | 35.38%-40.9pp | 148.84%-154.4pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |