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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 | $365,900 | $202,460+80.7% | $169,385+116.0% | $139,456+162.4% |
| Participation rate | 20.0% | 81.1%-61.1pp | 77.2%-57.2pp | 80.3%-60.3pp |
| Annual return | -8.53% | 532.07%-540.6pp | 405.82%-414.3pp | 373.45%-382.0pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |