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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 | $486,760 | $102,595+374.4% | $94,057+417.5% | $154,746+214.6% |
| Participation rate | 4.2% | 76.0%-71.8pp | 73.3%-69.2pp | 80.7%-76.5pp |
| Annual return | -1.67% | 583.42%-585.1pp | 480.62%-482.3pp | 172.34%-174.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |