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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 | $287,173 | $92,219+211.4% | $76,768+274.1% | $135,379+112.1% |
| Participation rate | 16.7% | 79.8%-63.1pp | 77.0%-60.3pp | 82.6%-66.0pp |
| Annual return | -21.43% | 5.46%-26.9pp | 2.43%-23.9pp | 519.79%-541.2pp |
| Employer contribution / active EE | $2,373 | $3,216-26.2% | $2,485-4.5% | $4,779-50.3% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |