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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 | $260,000 | $104,106+149.7% | $71,086+265.8% | $135,382+92.0% |
| Participation rate | 9.1% | 65.7%-56.6pp | 54.7%-45.6pp | 82.6%-73.6pp |
| Annual return | -25.71% | 1256.30%-1282.0pp | 650.59%-676.3pp | 519.77%-545.5pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |