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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 | $365,863 | $111,785+227.3% | $93,669+290.6% | $145,877+150.8% |
| Participation rate | 11.1% | 74.2%-63.1pp | 68.7%-57.6pp | 80.3%-69.2pp |
| Annual return | -11.11% | 203.79%-214.9pp | 133.59%-144.7pp | 551.28%-562.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |