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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 | $311,067 | $114,093+172.6% | $96,171+223.5% | $167,536+85.7% |
| Participation rate | 20.0% | 75.1%-55.1pp | 68.4%-48.4pp | 82.1%-62.1pp |
| Annual return | -16.89% | 190.00%-206.9pp | 192.04%-208.9pp | 478.82%-495.7pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |