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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 | $226,135+161.0% | $182,558+223.3% | $152,909+286.0% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.5%-49.1pp |
| Annual return | -6.28% | 192.60%-198.9pp | 148.59%-154.9pp | 345.46%-351.7pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |