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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 | $435,005 | $114,073+281.3% | $96,161+352.4% | $167,518+159.7% |
| Participation rate | 14.3% | 75.1%-60.8pp | 68.4%-54.2pp | 82.1%-67.8pp |
| Annual return | -26.10% | 189.95%-216.0pp | 192.01%-218.1pp | 478.71%-504.8pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,195-100.0% | $4,349-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15 | $6,899-99.8% | $5,538-99.7% | $12,312-99.9% |