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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 | $346,280 | $109,872+215.2% | $98,483+251.6% | $167,536+106.7% |
| Participation rate | 8.3% | 75.8%-67.5pp | 73.3%-65.0pp | 82.1%-73.8pp |
| Annual return | 5.18% | 1959.31%-1954.1pp | 1494.38%-1489.2pp | 478.82%-473.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |