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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 | $400,000 | $99,921+300.3% | $85,009+370.5% | $145,959+174.0% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.8pp | 80.3%-63.6pp |
| Annual return | -38.46% | 83.89%-122.3pp | 66.47%-104.9pp | 561.95%-600.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |