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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 | $1,100,000 | $48,314+2176.8% | $67,561+1528.2% | $80,925+1259.3% |
| Participation rate | 8.0% | 66.4%-58.4pp | 72.9%-64.9pp | 67.7%-59.7pp |
| Annual return | -12.00% | 18.28%-30.3pp | 3525.44%-3537.4pp | 35.65%-47.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |