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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 | $16,831,424 | $109,967+15205.9% | $97,197+17216.8% | $145,877+11438.1% |
| Participation rate | 4.3% | 76.0%-71.6pp | 72.7%-68.3pp | 80.3%-76.0pp |
| Annual return | -13.68% | 244.27%-257.9pp | 75.47%-89.1pp | 551.28%-565.0pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |