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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 | $530,588 | $103,949+410.4% | $69,182+666.9% | $273,972+93.7% |
| Participation rate | 14.3% | 67.4%-53.1pp | 55.1%-40.8pp | 83.0%-68.7pp |
| Annual return | -33.15% | 35.28%-68.4pp | -21.93%-11.2pp | 41.46%-74.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |