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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 | $423,676 | $92,766+356.7% | $82,763+411.9% | $134,545+214.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -23.36% | 946.97%-970.3pp | 702.45%-725.8pp | 418.37%-441.7pp |
| Employer contribution / active EE | $1,495 | $3,273-54.3% | $3,008-50.3% | $4,742-68.5% |
| Participant deferral / active EE | $5,980 | $4,802+24.5% | $4,395+36.1% | $6,401-6.6% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |