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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 | $596,567 | $104,544+470.6% | $76,657+678.2% | $152,897+290.2% |
| Participation rate | 11.1% | 76.6%-65.5pp | 72.1%-61.0pp | 82.5%-71.3pp |
| Annual return | -1.48% | 1014.36%-1015.8pp | 1166.74%-1168.2pp | 345.43%-346.9pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |