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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 | $10,579,326 | $65,555+16038.0% | $86,216+12170.7% | $75,173+13973.3% |
| Participation rate | 3.3% | 60.5%-57.2pp | 69.0%-65.6pp | 67.2%-63.9pp |
| Annual return | -26.53% | 46.07%-72.6pp | 1169.42%-1195.9pp | 160.72%-187.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |