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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 | $950,000 | $81,664+1063.3% | $70,476+1248.0% | $158,966+497.6% |
| Participation rate | 9.5% | 77.7%-68.2pp | 75.1%-65.5pp | 82.0%-72.4pp |
| Annual return | -17.39% | 208.59%-226.0pp | 109.12%-126.5pp | 302.95%-320.3pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |