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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 | $616,221 | $76,608+704.4% | $56,077+998.9% | $145,877+322.4% |
| Participation rate | 14.3% | 63.2%-49.0pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 4.02% | 3009.59%-3005.6pp | 1709.28%-1705.3pp | 551.28%-547.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |