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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 | $1,150,000 | $77,419+1385.4% | $69,461+1555.6% | $152,885+652.2% |
| Participation rate | 11.1% | 78.1%-67.0pp | 74.6%-63.5pp | 82.5%-71.3pp |
| Annual return | 3.37% | 39.07%-35.7pp | 28.97%-25.6pp | 345.39%-342.0pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |