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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 | $455,500 | $100,147+354.8% | $81,286+460.4% | $145,877+212.2% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.5%-58.4pp | 80.3%-69.2pp |
| Annual return | -12.98% | 34.44%-47.4pp | 24.80%-37.8pp | 551.28%-564.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |