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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 | $590,231 | $226,046+161.1% | $182,508+223.4% | $152,870+286.1% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.4%-49.1pp |
| Annual return | -6.28% | 192.52%-198.8pp | 148.54%-154.8pp | 345.34%-351.6pp |
| Employer contribution / active EE | $0 | $4,977-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,525-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $10,704-100.0% | $8,592-100.0% | $11,597-100.0% |