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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 | $1,900,000 | $68,097+2690.1% | $62,929+2919.3% | $137,256+1284.3% |
| Participation rate | 4.2% | 77.4%-73.3pp | 73.1%-68.9pp | 80.0%-75.8pp |
| Annual return | -13.64% | 1859.11%-1872.8pp | 1063.93%-1077.6pp | 220.34%-234.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |