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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 | $802,355 | $49,976+1505.5% | $66,674+1103.4% | $82,637+870.9% |
| Participation rate | 2.8% | 63.1%-60.3pp | 73.7%-70.9pp | 68.1%-65.3pp |
| Annual return | -0.42% | 39.09%-39.5pp | 321.24%-321.7pp | 53.51%-53.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,098-100.0% | $7,339-100.0% |