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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 | $344,062 | $96,678+255.9% | $86,640+297.1% | $139,466+146.7% |
| Participation rate | 7.7% | 74.4%-66.7pp | 71.7%-64.0pp | 80.3%-72.6pp |
| Annual return | 2.76% | 106.69%-103.9pp | 592.52%-589.8pp | 373.66%-370.9pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |